Skip to content
  • There are no suggestions because the search field is empty.

Which Sales Tax Category will be selected when creating a Sales Order?

When creating a Sales Order in Acctivate, a Tax Category is required in order for Acctivate to calculate the Sales Tax. Acctivate uses a simple formula in order to select the proper Tax Category on the Sales Order.

Sales Order Tax Category 

When creating a Sales Order in Acctivate, a Tax Category is required in order for Acctivate to calculate the Sales Tax.  This information is displayed/selected on the Enter Sales Order window.

Sales Tax Footer

Acctivate uses a simple hierarchy in order to select the proper Tax Category on the Sales Order:

  1. The Tax Category assigned to the Customer Ship To address. You can find this by editing the Customer > Ship To tab.Sales Tax Ship To
  2. If no Ship To category set, Acctivate will then select the default Customer Ship To Tax Category from Configuration Manager.  You can find this default by going to File > Configuration Manager > Customer > Customer Options.  Sales Tax Customer Options
  3. If the Ship To Tax Category default isn’t set in Customer Options, the first Tax Category in the Tax Categories list is selected based on alphabetical order.Sales Tax Category List

In order for Acctivate to best select the proper Tax Category, we recommend the Tax Category be set on all Customer Ship To locations (see #1).  Also, it is recommended you set the Ship To Tax Category default in Configuration Manager (see #2).