HOW TO SET UP OR CHANGE SALES TAX CODES IN SAGE 100

The New Year brought several significant changes to tax codes nationwide.  If you’re not sure if there have been any changes to sales tax in your area, our partners at Avalara recently published a list of expected 2018 sales tax changes.

For example, effective January 1, 2018, the New Jersey Sales and Use Tax Rate has been changed to 6.625%.  Sage 100 users who operate in New Jersey will need to manually make this change in their system.

need help now? live support available          Need training fast? Sage 100 courses avialable         sage 100 users tips and tricks

In Sage 100 or Sage 100cloud, you can setup and/or change Sales Taxes using the “Sales Tax Code Maintenance” and “Sales Tax Schedule Maintenance” windows in Library Master.  The Sales Tax Code Maintenance screen allows you to set up for individual jurisdictions, which can then be applied to a Sales Tax Schedule.  Customer(s), and Invoices then can have a Sales Tax Schedule associated with them.

Below, we’ll walk you through the four-step process to getting your system set up for Sales Tax. If making changes to existing records you’ll only need to follow steps 1 & 2.

  1. If you’re making changes to an existing record, make sure that you have posted all of your invoices that should be taxed at the previous rate before making any changes. In fact, we recommend that you make a copy of your company before making any significant changes to the system in order to protect your data.
  2. Navigate from Modules>Library Master>Setup>Sales Tax Code Maintenance. Enter the tax code, description, and tax rate and click apply.  If changing an existing code, then simply select the Tax Class Line and update the tax rate. When done select <Accept>.
  3. To create or update Sales Tax Schedules, navigate from Modules>Library Master>Setup>Sales Tax Schedule Maintenance. Enter the tax schedule code, name, and use the lookup function to apply the proper Sales Tax Codes to the Schedule.  Select <Accept> when the correct changes have been made.
  4. To apply to a Customer, navigate from Modules>Accounts Receivable>Main>Customer Maintenance. Select the tax code schedule on the right side of Main Tab 1, and click Accept.  This will now allow Sage to apply this Tax Schedule to an Invoice.

Set up Sales Tax in Sage 100

If you are not sure or would like assistance please contact us and we can walk you through the process and answer any questions you have.

Want to get the most out of your system? We’re happy to offer flexible Sage 100 training options.


Solutions by Industry

What's New

Private versus Public Cloud

The term “cloud” has become common in the ERP world. Migration or moving to the cloud is becoming more popular as technology evolves. While your data can be moved to the cloud, there are different ways that data can be stored: public or private. Below are the differences between public and private cloud hosting environments. Read More

Submitted by Ally Donahue on Fri, 04/02/21 - 1:46

Your Brain on ERP

Just as your body needs your brain and central nervous system, your business needs an integrated ERP system. Read More

Submitted by Ally Donahue on Fri, 03/26/21 - 1:40

Benefits of Ongoing Staff Software Training

After ERP implementation, employees who will use the technology are trained on how to use the new software. However, software systems are constantly improving and updating which can cause employees confusion while working in the system. By hosting ongoing staff software training, your staff will feel confident and prepared to do their job effectively and be well versed in the updated technology.  Read More

Submitted by Ally Donahue on Fri, 03/19/21 - 1:44

Whatever Your ERP Needs, We Have the Solution!

Or call us for a free consultation 866-379-3799