Tax zone

For legislations such as the US, you can set up tax zones that include multiple sales tax categories including city, county, state, and special taxes. When you ship to a customer where multiple taxes apply, you can assign an appropriate tax zone, so you no longer need to enter each tax category to each line of the transaction.

Before creating a tax zone, make sure the necessary tax categories and rates already exist.

Create a tax zone

  1. Select create and give your tax zone a unique name and ID.
  2. When you select the legislation, related tax categories display in the Tax category grid.
  3. For each tax category in the grid you want to include, select a tax for that category.

Edit or delete a tax zone

If a tax zone is in use on a document, it cannot be edited or deleted.