Setup a User-Defined Field on the Distribution Table

1. In Cash Receipting, go to Organization | Organization
   
2. Click on the User-Defined tab
   
3. Click on the Create a user-defined field button on the right 
   
4. Select Distribution from the Table drop-down
   
5. Type a name for the user-defined field in the Name field.  This field can be any descriptor such as SalesTaxPercent.
6. Select Number from the Type drop-down
   
7. Change the Mask to the following so that the number we type will accept decimal points: ###,###,###,###.00;-###,###,###,###.00
8. Click OK
   
9. Click Close to close out of this screen
   

1. Login as an admin to the portal site
   
2. Click on Portal Admin
   
3. Select the user-defined field that was setup in the previous steps from the Sales Tax Percent UDF field.  The field will start with "UDF".
   
4. Scroll up and click Save

1. In Cash Receipting, go to Organization | Categories
   
2. Navigate to the appropriate Category
   
3. Click on the Distributions tab
   
4. Click the appropriate Distribution in the list on the left
   
5. Click on the User-Defined tab
   
6. Enter the tax percent in the SalesTaxPercent field.  Please enter the actual percent (e.g. "5.50")
   
7. Repeat steps 10 through 14 to add a sales tax percent to other Distributions