Configuring Individual Tax Codes for Sage 50

In order to ensure that the data in the Quantify database easily syncs up with the data in the Sage 50 database, each appropriate Tax Code must have a Tax Agency and Reference Number that corresponds with this information in Sage 50. You enter this information on Tax Code-by-Tax Code basis. The procedures below show you how to do that.

To configure individuals Tax Codes:

1. Click the Billing menu and select Tax Codes.
   
   The Tax Codes dialog appears, displaying existing tax codes
2. Click the appropriate Tax Code, to select it.
3. Click the Edit Selected Item button ().
   
   The Tax Code dialog appears.
4. Click in the Tax Agency text field and enter the name of the tax agency.
   The agency will appear on the Quantify Invoice and the invoice exported to Sage 50.
5. Click in the Reference No. text field and enter your reference number for internal use.
    
6. Click OK.
   The Tax Codes dialog returns, displaying the new tax code.
7. Repeat the above procedures for each necessary Tax Code.
8. When you are done, click Close in the Tax Codes dialog.