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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.



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