Client Management                               How to Create a New Customer

Creating a New Customer/Site Setup (continued)

Tax Setup

Tax Group – The Tax Group determines the amount of sales tax that will be applied to invoices created for the Site.  This field defaults to the value entered in SedonaSetup/Data Entry Defaults.  If the default Tax Group is not the correct selection for the site, make the correct selection from the drop-down list by clicking the arrow to the right of the field.  This Tax Group is used for sales tax calculations on Service, Job and Miscellaneous invoice types and credit memos.  This is a required field.

Cycle Tax Group – The Cycle Tax Group determines the amount of sales tax that will be applied to Cycle invoices created for the Site.  This field defaults to the value entered in SedonaSetup/Data Entry Defaults.  If the default Tax Group is not the correct selection for the site, make the correct selection from the drop-down list by clicking the arrow to the right of the field.  This is a required field.

Tax Exempt # – If a Tax Exempt # was entered on the Customer Information form, that same value will default into the Site Tax Exempt # field.  If the Tax Exempt # for the Site is different than the Customer, you may manually enter the correct value into this field.  If any information is entered into this field, sales tax will never be calculated for any invoice created for this Site.  A space or a period or any character entered into this field will make the Site exempt from sales tax.

Once all information is entered on the Site Setup form, click on the System tab to enter System related information, or click on the Next Page link below.

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