Note: In Connected Mode Tax Codes will come from your Business System that you are connected to. If not in Connected Mode, you can Add, Edit or Delete them from within Sales.Live as this article outlines.
To set up Tax Codes, you must be an Administrator.
Go to the Setup Menu on the left hand side and choose Setup:
Now you can Add , Edit Delete as many Tax Codes as required and name them however you want.
Click the Create Tax Code button to create a new Tax Code or the Modify Button to Edit.
Default Tax Code
Tax Codes are used on Quotes, Orders or Invoices through Sales.Live to calculate the Tax amount that applies.
A Tax Code can be set against each Inventory Item, but if no Tax Code is set for an Item the Default Tax Code will be used.
Note: In Connected Mode Tax Codes will come from your Business System that you are connected to, however the default Tax Code will need to be set in Sales.Live.
To set the Default Tax Code, you must be an Administrator. Go to the Setup Menu on the left hand side,
Now select Default Tax Code.
The Default Tax option can now be selected and Saved.