Tax Authority Data Fields

Tax Code

May be a maximum of 3 alpha-numeric characters.  This is a required field and must be unique.

Tax Authority Name

Represents the city or other identifying factor of the tax authority.

Tax Rate 1

The tax rate, in decimal form.

Example: If the tax rate is 6%, .06 should be entered as Tax Rate 1.

Tax1 Receipt Desc

The description you would like to be printed on sales receipts next to the sales tax amount (i.e. Tax).

Surtax Cap

The surtax is applicable to retailers in those states that offer a reduced sales tax on an amount that surpasses the set cap.

Example: For merchandise priced higher than $1600, the normal sales tax rate is charged on the amount up to $1600 and the reduced sales tax rate is charged on the amount over $1600.

The Surtax Cap should represent the maximum amount to charge the normal sales tax rate.

Surtax Rate

The Surtax Rate should represent the difference between the regular sales tax and lowered sales tax to charge over the cap amount.

Example: If the normal tax rate is 8% and the reduced tax rate is 6%, the difference is 2% so the rate that would appear here is .02.

Note: The surtax applies to individual line items on a sale and not the entire sale itself.

Tax Rate 2

The secondary tax, in decimal form. The secondary tax is generally not applicable to retailers in the United States.

Tax2 Receipt Desc

The description you would like to be printed on sales receipts next to the secondary tax amount.

Charge Tax 2 on Subtotal Plus Tax 1

Typically, the secondary tax would be calculated on the Subtotal.  If the secondary tax should be calculated on the Subtotal + Tax Rate 1, check this box.