Setting Up Sales Tax to Calculate in the Portal

Setting Up Sales Tax to Calculate in the Portal

Certain types of payments are subject to sales tax.  The portal provides the ability to calculate sales tax on these different types of payments.  

To setup a payment to calculate sales tax there are three areas that need to be setup: setup a user-defined field on the Distribution table, specify the user-defined field in the portal, and enter the sales tax percent on the appropriate Distributions.  To setup these different areas, follow these steps:

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

Specify the User-Defined Field in the Portal

  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

Enter the Sales Tax Percent on the Appropriate Distributions

  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
Once complete, the Sales Tax field will appear and calculate for the user in the portal.  See below for example: