Start by selecting File Maintenance|Edit Company Control Data.

 

Select the additional charges tab.

 

The first entry in the table should be Sales Tax.  Change the number to the right of the text to your new rate.  All subsequently calculated orders with use this new rate. 

 

Changing the tax rate can be a problem.  Some orders, for example those that have already been paid in full but not finaled, will have a new total and not be paid in full any longer.  If this is a concern, the rest of this document explains how to handle situation.

 

To start, you need to have TAXRATES set up.  You can see if you have TAXRATES set up by clicking on the Options Page 3 tab.  If TAXRATES are not set up you need to check the box.

 

If already checked. You do not need to end the program and restart it.  If you are checking the box for the first time you need to end the program and restart it.

 

Next you need to set up TAXRATES in the Lookup File.  To do this, select File Maintenance|Edit Valid Lookup Data.

Click on the Find a Category button.  If TAXRATES exists as an option select it and skip ahead to Adding The Old Rate.

If TAXRATES does not exist as an option, press Esc and click on the Create A Category button.  The form will appear with a blank category that you can fill in.

Fill in Category with TAXRATES.  (Be careful.  Once entered it is fixed.)  Fill in Code with Current.   Fill in Description with the rate, e.g. 7.75%

 

Now you need to add the old rate.

Adding The Old Rate:

Click the Add an Entry in This Category button.  You will get a form as shown below.

Fill it in with the old rate information like the one below.

You need to end and restart the program now.

You can use the old rate in an order now.

Using A TAXRATE:

On the Order Information Form right click on the field labeled Tax Cat.  This will produce a popup selection of Tax Rates.  Select the one you want to use and it will appear along with its rate on the form.

 

Next click on the button to the right to Set Calculation Options.

Click to check the box for Use Tax Category & Rate for Customer.  (It doesn’t matter what the Tax Category or Tax Rate shows on this form.)  It’s the rate that shows on the large blue Order Information form that counts.  But it only is used when the box on the above Order Calculation Options form is checked.  (That is: the rate that you select and appears on the Order Information form is only used when Use Category & Rate… box is checked on this Order Calculations Options form.)

 

When the order is calculated it will use the old rate you selected.  The customer rate will not change and the default new tax rate will not change.  It will just change the rate for this order.  So, you are done.