Updating Taxes

Overview

This topic describes how to add or update Tax Districts and the corresponding Tax Rates. Taxes rarely need updating, so they're hidden away in the New Customer window, the only place where you use them.

Actually, you don't use them at all in the Free Edition. The only reason taxes are included here is because all Morning Flight editions use the same data files. Setting up taxes now will save you from having to update each customer later, one at a time, if you decide to upgrade to Morning Flight Gold to get Job Entry and Invoicing.

New Customer Window

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Step One

1.	Click the My Store button, then click My Customers.

2.	Click the Add button to add a new Customer.

We're not actually going to add a new Customer. We're just opening the New Customer window so we can access the Tax Selection window.

3.	Click the Terms tab, then click the Tax District button.

Tax Selection Window

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Step Two

1.	Click either the Add button to add a new Tax District, or the Update button to edit an existing one. For this demonstration, we'll add a new Tax District.

New Tax Window

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2.	Enter the new Tax District and Tax Name.

3.	Enter the Type of Tax and the Percentage.

4.	If Shipping is taxable, check the box.

4.	Click OK to accept and close the New Tax window.

5.	To make the new Tax District your Primary District, place the highlight bar over it in the Tax Selection window, then click the Number 1 button.

The Primary District is what Morning Flight will default to when you're adding a new Customer.

6.	Click the Exit button on the Tax Selection window, then on the Customer Update window to close them both. Because we clicked OK when we closed the New Tax window, the Tax District has already been saved.