Order Manager will calculate your Sales Tax for each order. Each state has its own sales tax rates, which can vary by county, city, and special rates, making the calculation process complex. To obtain a sales tax table for your specific state, please consult with your local sales tax office. If you are unable to access an Excel or .txt file containing sales tax data for every zip code in your tax nexus, CLICK HERE for a resource of sales tax tables for every state. It remains your responsibility to verify the accuracy of your sales tax tables. You will need to setup a tax table that includes each state you have a Sales Tax Nexus requirement.
Step 1. Configuring your Sales Tax Table for Import
Download a sample sales tax table so you can configure your sales tax table in the proper format. Please watch the below video that gives an example of how to reformat your spreadsheet.
Step 2. Importing your Sales Tax Table
In the preceding step, you successfully created and saved your spreadsheet. Now, from the Work With Sales Tax Table window, click on the Import button, browse to your file and select it for import.
During the import process, specify the effective date and time for the newly created tax table. This enables you to preemptively establish the table, ensuring its readiness for implementation on the specified date and time. Additionally, please configure your general ledger categories to facilitate accurate reporting of your tax records.
For further guidance on importing your sales tax table into Order Manager, review the following video:
Importing your Sales Tax Table
100 Orders