Add or Remove Tax Information in Simply Forms

Before you can perform this task

Open the Simply Accounting Form Designer.

You can add or remove the sales tax ID numbers for company and customer using the Simply Accounting Form Designer:

To add tax ID numbers

  1. Click the Columns button.
  2. To add the company sales tax ID number to the form, select the Company's Tax ID List check box
  3. To add the customer sales tax ID number to the form, select Customer's Tax ID List check box.
  4. Click OK.

To remove tax ID numbers

  1. Click the Columns button.
  2. To remove the company sales tax ID number from the form, clear the Company's Tax ID List check box
  3. To remove the customer sales tax ID number from the form, select Customer's Tax ID List check box.
  4. Click OK.