Setting up tax entities

To set up tax entities:

1. Open 3-6 Receivable Clients.
2. Next to the Tax District list, click the detail button.
3. Right-click in a blank Tax Entity cell to display the grid menu.
4. Click Display Detail/Add Record to display the editable Tax Entities window.

5. For each tax entity.

   1. In the Tax Entity# text box, enter the number you want to assign the tax entity.

   2. In the Entity Name text box, enter a brief description of the tax entity.
   3. In the Remit To text box, enter the name to which you remit payments.
   4. In the Address 1, Address 2, City, State, and Zip text boxes, enter the address.
   5. In the Tax Rate text box, enter the tax rate.

   6. In the Billing Limit text box, enter the maximum dollar amount.

      Sage 100 Contractor stops calculating the tax when the total of the taxable items on the billing invoice(s) equal or exceeds the maximum.

   7. In the Limit Type text box, enter the number representing the calculation limit.

      The limit type establishes how Sage 100 Contractor determines when the amount in the Billing Limit text box is met.

6. On the File menu, click Save.

Published: October 03, 2018
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