Setup one or more sales tax schedules based on postal code region.   Duplicate postal code ranges will use the last range that includes the postal code.  The system is only designed to take 1 total tax percentage.  If you state requires it to be broke down into State, County, City, etc… you will add all percentages together to equal a total percentage. 

 

i.e., State = 7.5% County = 1.5% and City = 1% you will collect the total of 10% sales tax.

 

Once a tax schedule is created it cannot be deleted.  However, the postal code ranges with in the schedule can be deleted and recreated.

 

 

When creating a sales tax schedule it is very important to set the time to 00:00:00 for the date the tax is changing.  i.e., tax change takes effect January 1 2012.  The date time entered should be in the following format: 2012-01-01 00:00:00.  Note: Once a schedule is created it cannot be deleted.

Step1:   Set the date/time and selected Yes or No for Sales Tax on Shipping Fees. Then click Save/add Button.

Step2:   Add postal code range for your State, County, City, etc… Save/add Button.  Click Main Menu when Finished.

When adding postal code ranges start with the largest community, like the range for the state.  Set only the state tax. In most states this will include all taxes.  i.e., City is 1%... County is 1.5%... State is 7.5%... = 10%

However, if your state requires your taxes to be separated; you will only include the state portion.  i.e., State is 7.5%... = 7.5% 

Next add postal codes range for the county excluding the rest of the state.  Now, include all taxes for county and State.  i.e., County is 1.5%... State is 7.5%... = 9%

Next add postal codes range for the City excluding the rest of the state. This time include all tax levels.  i.e., City is 1%... County is 1.5%... State is 7.5%... = 10%

Important reminder: If the same postal code is in 2 ranges the range created last will override the earlier range.