Add or Remove Tax Information in Sage 50 Forms

ClosedBefore you can perform this task

In the Settings window, enter your company's tax IDs in the Company Sales Taxes section.

In the customer's record, enter your customer's tax ID on the Taxes tab.

Open the Sage 50 Forms Designer.

You can add or remove the sales tax ID numbers for company and customer using the Sage 50 Forms Designer:

ClosedTo 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.

ClosedTo 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.