Tax Codes

The Tax Codes menu allows you to define all tax codes used within your company’s various locations. Tax codes should correspond with those set up in your third-party accounting system.

If your organization will be using direct QuickBooks Online Integration, click here for instructions on how to add tax codes directly from QBO.

The table provides an overview of all tax codes created or imported to Fast-Weigh, and displays all available information entered.

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When entering a new tax code, you will enter the shorthand Code, description, and percentages for Material, Freight, and Surcharge as needed. If your accounting software utilizes GL, you can to enter that information as well, then click [✓ Update] when finished. This information can be adjusted at any time by clicking the button.

Tax Code Group

Tax Code Groups allow you to group entered codes to be selected when creating orders. This is useful when working within areas that may have multiple city, county, or state tax options, or when your organization needs to consolidate between regions or locations.

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Clicking the [+New Group] button will allow you to create a new group, which you will then select the desired tax codes to be contained in this group.

Tax Sub Codes

Tax Sub Codes can be entered as a "secondary" tax to handle additional VAT, City, or local taxes. This can be enabled in the Portal Settings. Enable Secondary Tax by going to Administration Portal Settings and checking the "Use Secondary Tax" box under Other Settings. Then, navigate to Resources > Tax Codes and add or edit a tax code to include secondary tax.