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Introduction
:This document provides instructions setting up tax per line item.
Procedure
:From the Optifacts Main Menu:
Type 1 – Accounts Receivable and press enter.
Type 3 – Other Routines and press enter.
Type 6 – Add/Edit Tax Tables and press enter.
- Type in the tax table code you wish to change and press enter.
We recommend use of Miscellaneous A or B codes to apply tax percentage for services such as edging.
Next, apply the tax code to an account.
From the Optifacts Main Menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database and press enter.
Type 4 – Add/Edit Account and press enter.
- Add the applicable tax code.
