Tax Authority screen

Use the Tax Authority screen to specify taxing jurisdictions for calculating accurate taxes.

The taxes in questions are:
  • Canada - GST, HST, and PST
  • United States - sales and use tax

To open the Tax Authority screen, select Administration > Setup > Tax Authority.

Tax authorities need only be set up once since they are available throughout your application; they are not tied to a single company.

If you are in the bid & proposal setup process, your next step is the View Estimating Setups screen.