Setting Up Office Tax Rates
After you set up the tax authorities and tax rates for your company, you can set up the tax rates for your offices by assigning the tax authorities to each office. AcuityLogic calculates the sales tax for each item type by totaling the tax rates of the assigned tax authorities.
For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.
To set up office tax rates
- In AcuityLogic Admin, click Company and select Company Setup.
The Company Information window opens.
- Click the Offices link.
The Company Offices window opens.
- Click the Taxes link for an office.
The Office Taxes window opens.
- Select the tax authorities you want to assign to the office in each of the drop-down lists in the Tax Setting section.
- Set up only the tax authorities for the tax authority levels you need for your company.
- Select the tax authorities for the three tax authority levels in order. For the default state, county, and city tax authority levels, select a state tax authority before selecting a county tax authority and a county tax authority before selecting a city tax authority.
- Use the Misc Tax/Fee drop-down lists if you want to add miscellaneous tax authorities or fee assessments (for example, the PIF/property improvement fee in Colorado).
- Click Apply.
The tax rates for the assigned tax authorities and total tax rate for each item type display.
- Click Save.
- Repeat steps 3–6 for each office.