Tax Codes

This article explains how to create new Tax Codes. These Tax Codes can then be used to apply various Tax Rates to purchases.

Apr 24, 2026
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Tax Codes

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Tax Codes are used to apply Tax Rates to Line Items on Purchase Requests or Purchase Orders. Tax Codes can be applied to Vendors so that the associated Tax Rate will be applied to purchases made from that Vendor.

Creating New Tax Codes

To create a new Tax Code record use the following steps:

Select Inventory.
Select Tax Codes.
Select New.
Fill out the Tax Code ID field.
Select "Add" to add an existing Tax Rate or "Add New" to create a new Tax Rate.
Enter any additional information in the Description field.
Select Save.

How to Fill Out a Tax Code Record

General

Tax Code ID: This field provides the name of the Tax Code.

Description: This field is used to provide any additional information about the Tax Code.

Tax Rates: This section will allow you to apply various Tax Rates to the Tax Code. These codes then apply specific tax percentages.

Add - This option will allow you to select any Tax Rates that have previously been created.
Add New - This option will allow you to create a new Tax Rate record that will then be applied to this Tax Code.

URL Name

Create-New-Tax-Code

Tax Codes

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