How to setup Installation, Shipping and Measure Charges as taxable items : Solatech, Inc.

Summary

This article describes how to setup your Solatech Software to properly calculate sales tax on

Installation, Measure Charge and Shipping when they are configured to calculate at the order level.

If your state, county or province requires sales tax to be collected on Installation, Measure Charge

and/or Shipping, there are a few steps involved in setting this up in your Solatech Software. Please

follow the directions below to setup these charges as taxable.

From the File menu, click Preferences.
Select Quotes and Orders in the left hand column under Common.
Scroll down in the right hand column to the Pricing section and click General Settings.
Select the tab for the item you wish to make taxable (Measure Charge, Installation, or Shipping). For this example we'll use Measure Charge.
Place a check mark in the box "Measure Charge is Taxable at the order level".
Repeat this process for any other taxable items.
Click Close to exit the Edit Customer Type Window. Then click OK to exit preferences.

From the View menu, click Sales Tax Codes.
Select the drop down menu to the right of the words "Sales Tax Codes" and select Other Charges Tax.
Using the drop down menus, change the value to Yes for any taxable items.
Click OK.

Once these steps are completed, we recommend creating a test quote or order to insure that the tax

charges are calculating as expected.