Tradepoint Business Management Solutions - Everything Business, connected.
Shopping CartCart: 0 Items, Total: $0.00
Login to your Account
Get a FREE Demo - Try Tradepoint for 30 days

1.4.1 Setting Up Sales Taxes Based on Zip Code


Related Articles

Since only some states have sales taxes that extend all the way to the local level, we are going to use a California city (San Diego) to illustrate how to create your state sales tax information for varying rates by county within Tradepoint manually.

In this case we will use the zip code range for San Diego to show how a range of zip codes can be entered and then adjusted if necessary.

From a sales tax card in Company Settings the Percentage field will show the place to enter in the amount and if highlighted a plus sign at the far right (highlighted in the example below).

Clicking on the plus icon will open the zip code wizard to upload a range of zip codes with a give rate. You can enter in several ranges before saving changes to your sales taxes.

A default amount can be entered in to this field which will apply to every California zip code, unless additional zip codes with different tax rates are set using the plus icon on the far right.

When additional zip codes are set any different amounts will over ride the main amount you see here when sales happen in those zip codes.

Enter in the Zip/Postal code range in the circled fields. Then enter in the rate in the next field. Click the Add/Update icon to apply this to the range of zip codes.

Note: This tool supports use of the 4 digit extensions in Zip/ Postal codes for US based Zip codes.

When you have finished with that range they will pre-populate in your screen as you see below.

  1. Multiple ranges can be entered in here before saving.
  2. Single Zip/Postal Codes can be entered in here.
  3. Individual Zip/Postal codes can be edited after the fact by clicking on the field and changing the amount.
  4. A scroll bar on the right allows you to scroll to a specific zip code to update or change it.

Save your changes to update your Zip/Postal Codes.

Each Tax Card in your company settings can have additional detail as shown in the example above or the main tax rate entered in on the 'Percentage' field will act as a default for that tax rule.

Tax rules can apply to a national, state/provincial or local level based on the settings you apply to them.

Thank you for Adding an Item to your cart

# of Items Added: 1
Total of Items Added: 0.00
Continue Shopping Show Your Shopping Cart