To add tax to a billing, create the billing and add the billing lines. Then click the Calc Tax button. A new billing line will be automatically added for each Tax Rate assigned to the Customer account. Each tax line will be the sum of the Tax Rate times the Line Amount across all taxable lines. For example, if the billing had one billable line for $100 and the customer account was set up for Illinois State Sales Tax (7%), Cook County Sales Tax (1%), and Chicago Sales Tax (3%), billing would have four lines:

  • One billing line with the taxable product for $100.
  • One sales tax line for the Illinois State Sales Tax for $7.
  • One sales tax line for the Cook County Sales Tax for $1.
  • One sales tax line for the Chicago Sales Tax for $3.  

 

 

 

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