How to add a new Sales Tax Agency to an existing Sales Tax

Related topics

Remove a sales tax agency from an existing sales tax

Edit existing sales taxes or sales tax agencies

Create a new Sales Tax ID

Set up a customer

Perform other accounts receivable tasks

Read the sales tax overview

Sometimes it is necessary to update existing sales taxes with a new agency, such as a local tax created by voters. To do this in Sage 50, follow the steps below.

  1. Select Maintain, then Sales Taxes from the Sage 50 menubar.
  2. Select Edit an existing sales tax or sales tax agency. Then, click Next.
  3. On the Edit Sales Taxes window, highlight the sales tax that you want to add the new agency to. Then, click Next.
  4. On the Edit Sales Tax window, click the Add New Agency button.
  5. Enter all of the information on the Add a New Agency window and click OK when you are done. Sage 50 will return you to the Edit Sales Tax window and the new agency will be listed.
  6. Click the Select button to the left of the new agency to add it to the sales tax.
  7. Click Finish when you are done.
If you must add this sales tax agency to other existing sales taxes, follow the steps above, except skip steps 4 and 5. Since the agency already exists, you can just call up the other sales taxes and click the Select button to the left of the new agency to add it to the sales tax.