When creating purchase orders or POs, there may be taxes that need to be added in order to match what the supplier has sent you all to what is on the purchase order. The steps below will help you add tax names to your PartsLedger account.

Procedure

1. Log into ledger.partsledger.io with your PartsLedger credentials
2. Go to Setup > Tax Settings
1. If the Tax Settings are turned off, go to Tax Settings > Enable Tax Codes > Allow Changing of Applied Taxes. We check both of these boxes so that you are able to change the tax amounts according to what the county or city tax is for the supplier
3. Go to Setup > Taxes and enter the Tax name, tax type, tax state, tax county, and tax city
4. After entering the tax name, click the tax name and enter the Effective date and Tax Rate
1. When entering the tax rate, you will enter the tax with two decimal places ahead of the amount
1. For example: If your tax rate is 8.5%, you would enter .085 in the tax rate box (PartsLedger will automatically calculate the percentage)
5. Click the blue Collect Tax button to update the tax information then click the orange Done link