Sales Tax Setup

Please note that these feature will be going live on Thursday, October 6, 2016.

This section of Arranging Director allows you to setup your Local and State sales tax rates. Multiple tax rates for different Counties, States along with past sales tax rates can be set up in this section if needed.

Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Sales Tax Setup.

Add a New Tax Rate

1. Click on the Add button in the top right corner to add a new tax rate.
2. Add the Name, Local Tax %, State Tax %
3. Select if this tax rate will be the Default Values for all new records.
4. If you have a Multi Branch system you will be able to set up a tax to a Servicing Branch and can assign Default Values for each location.
5. Click Edit, to save.

Sales Tax Controls

To select the access level for who can change the Sales Tax rate within a record, select All or Admin for the All “On Contract: Sales Tax Changes By:

Reporting Use Tax

If you would like to report on Sales Tax Used, select Yes for the drop down Do you want to report Use Tax?

Click here to review On Contract editing
Record Contract

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