There are many states that have multiple levels of taxes that can be charged for sales tax. Different items could be taxed differently depending on what the item is. For example: phone service may not be taxed but someone coming on site to give service will be taxed.
To make sure the correct taxes are being charged, the steps below will show the multiple steps on how to add an example tax group that has State, County, City and Other Authority that will need taxes assigned. The steps below assume the user will have the correct permissions to preform them.
** ALWAYS verify the correct amounts with a reliable source as SedonaOffice does not update the data automatically
1. Find the information needed to add all the correct taxes for the local to be added, in our example the total taxes between the different levels will be 8.2%
Since there are multiple tax levels, each one will need to be entered separately
2. Log into SedonaSetup – Click on Tax Tables AR – Click on New
3. Enter each Tax Level as its own table as shown below – Check off each item type that tax will be used
4. Click on Effective Dates & Formula Tab – Click on New – Enter the Effective Date (use 01/01/2024 or the correct start date of the rate) – Enter the Rate for that tax – Select the correct Formula Type from drop down – No end date will keep the tax rate until a new one is entered – click on Apply to set the rate – Click Apply again to save the full record
5. After all Tax Table rates have been entered should see then in the Tax Table list
6. Will need to enter the Tax Group for the Tax Tables just entered - Click on Tax Groups AR in SedonaSetup – Click on New
7. In the Taxes Tab – Enter the Taxing Group Name (If there are different taxing entities for the same area, depending on the zip code, each will need to be added and should be named as such) – Select the Tax Codes for that group to be used – The remaining tabs can be used if needed – Click on Apply once all tabs and data filled in as needed
Once the Tax Group is added, can click on the new Tax Group and see all Tax Codes selected: Total Rate for this Tax Group = 8.2%
8. The new Tax Group can now be used on the Customer/Site as needed as shown below
