Use the Tax Authority screen to specify taxing jurisdictions for calculating accurate taxes.
The taxes in questions are:
- Canada - GST, HST, and PST
- United States - sales and use tax
To open the Tax Authority screen, select .
Tax authorities need only be set up once since they are available throughout your application; they are not tied to a single company.
If you are in the bid & proposal setup process, your next step is the View Estimating Setups screen.