Setting Up Company Tax Rates

After you set up tax authorities for your company, you can set up tax rates for each item type for each tax authority.

To set up company tax rates

  1. In AcuityLogic Admin, click Company and select Company Setup.

    The Company Information window opens.

  2. Click the Tax Setup link.

    The Tax Setup window opens.

  3. Select a Level 1 tax authority in the drop-down list for the first tax authority level and click Apply.

    A list of item types set up for your company displays.

  4. Type the tax rate for the Level 1 tax authority in the Tax Rate field for each item type.
    If the tax rate for all item types are the same, enter the tax rate in the first Tax Rate field and click the down arrow icon to apply the tax rate to all item types.

  5. Select the Accessory Taxed at Ophthalmic Rate check box if sales tax should be charged at the ophthalmic (lens base) tax rate for the Level 1 tax authority.
    If you select this check box, AcuityLogic will charge sales tax for the tax authority at the ophthalmic tax rate for accessories set up to be taxed at the ophthalmic rate. To set up an accessory to be taxed at the ophthalmic tax rate, select the Tax at Ophthalmic Rate check box in the product set up window for the item in AcuityLogic Admin. See To map and price other items.
  6. Click Save to save the tax rates for the Level 1 tax authority.
  7. Repeat steps 3–6 to set up tax rates for each Level 1 tax authority.
  8. Repeat steps 3–7 to set up tax rates for the second and third tax authority levels, if needed.
  9. Select a tax authority in the Misc Tax drop-down list and click Apply, if needed.
    You cannot access the Misc Tax drop-down list if you have tax authorities selected in the other tax authority level drop-down lists.

    A list of item types set up for your company displays.

  10. Type the tax rate for the miscellaneous tax authority in the Tax Rate field for each item type.
    If the tax rate for all item types are the same, enter the tax rate in the first Tax Rate field and click the down arrow icon to apply the tax rate to all item types.
  11. Select the Accessory Taxed at Ophthalmic Rate check box if sales tax should be charged at the ophthalmic (lens base) tax rate for the Level 1 tax authority.
  12. Click Save to save the tax rates for the miscellaneous tax authority.
  13. Repeat steps 9–12 for each miscellaneous tax authority.

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