Clear Tax

Use the Clear Tax function to clear the accumulated sales and tax amounts from the tax location records at the end of the tax reporting period (through a specific date or fiscal period/year). You can clear sales tax for a range of taxing authorities and a range of tax locations or both.

  1. Print the Tax Location List.
  2. Select the Tax Locations List Printed check box.
  3. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  4. Select whether to clear sales tax, purchase tax, or both from the Clear section.
  5. Select a date for which to clear all prior taxes by selecting the Date option and selecting a date from the respectable field or select a fiscal period and year by selecting the Fiscal Period/Year option and entering the period and year in the respectable fields.
  6. Enter any applicable comments in the Comments field.
  7. Click a command button to  
  8. Click To
    OK Begin clearing tax.
    Activity Display the Activity Log form to view clear tax activity.
    Reset Set all fields to their default values.