Saving and Adding Tax Codes

Saving and Adding Tax Codes

Saving and Adding Tax Code

Sales Tax Codes help simplify the complex rules associated with different taxable and non-taxable goods and services. Each code represents a category of products or services and each taxable item you sell will need to be assigned a tax code. In this step we’ll add only the tax codes you’ll need for your products to CustomBooks™.

  1. Navigate to Sales Tax → Sales Tax Codes (Avalara).
  2. Click Add Avalara System Tax Codes.
  3. Search for the product you sell and double click to add the tax code.
  4. Click Save.
  5. Repeat for each product category that is sold by your company.

You may also add a new tax code if the one you are looking for isn’t included in AvaTax. To add a custom tax code:

  1. Log in to your Avalara Account.
  2. Click on Company.
  3. Click Tax Codes.
  4. Click New.
  5. Enter the Tax Code, the Tax Type and a Description.
  6. Click Save.
  7. Go back to CustomBooks™ and Save the Tax Code to your account by using the instructions above.

  For more information on tax codes, see Avalara’s Sales Tax Code documentation.


    • Related Articles

    • Adding Sales Tax on Transactions

      Adding Sales Tax on Transactions To calculate Sales Tax on Sales Orders, Invoices and Credit Memos, follow these steps. Please note that this process will result in charges being assessed for sales tax calculation. ​ Create the Invoice or Credit ...

    • Editing Product to use AvaTax Sales Tax

      Editing Product to Use AvaTax Sales Tax In order to assign the appropriate tax rates, each product in your inventory must be assigned a tax code. Because some products are taxable and some are not, it is also necessary to indicate which products in ...

    • Sales Tax Features

      Sales Tax Keeping track of Sales Tax can be a difficult chore. CustomBooks™ offers two ways to lighten the load and help you account for Sales Tax collection and payment. Our built in Sales Tax functionality is comprised of Sales Tax Agencies, Sales ...

    • State Tax Setup

      Setting Up State Tax Information in CustomBooks™'s Cloud Payroll Module Overview In CustomBooks™'s Cloud Payroll module, it is crucial to set up state tax information for each state where your employees work. This ensures that CustomBooks™ can ...

    • Cloud Banking Error Code Reference

      Error Codes Here are a list of common issues found in Cloud Banking and the action to take if you see this in your account. Error Code Description Error Message in Cloud Banking What you can do 400 Technical Issue We’re sorry, your request could not ...