How to assign or update tax codes for vendors or customers

Summary

Steps to bulk-assign a default tax code to many customer or vendor records at once in Sage 50 Accounting. You can also use these steps to update individual records.

Resolution

  1. Log in with your file in sysadmin single-user mode.
  2. Set up sales taxes.
  3. In the Home window, on the Setup menu, go to Settings, Company, Sales Taxes, and then Tax Codes.
  4. Click Assign Tax Codes.
  5. In the Show section, select either Customers or Vendors to display the type of records you want to update. From the With This Default Tax Code list, select the old default tax code that you want to update.
  6. From the New Default Tax Code list, select the new tax code.
  7. In the Name column, select the records that you want to update. You can hold down the CTRL key and use the left mouse button to select multiple records or click Select All if you want to update all the records in the list.
  8. Click Assign.
  9. Click Close to close the window.

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Solution Properties

Solution ID
230912003452950
Last Modified Date
Tue Sep 12 00:34:52 UTC 2023
Views
0