How do I calculate tax on a distribution? (2024.05)

Tax is an additional amount imposed by the government on the sale of goods and services. It is usually calculated as a percentage of the purchase price and collected by the city at the point of sale. The city remits the collected tax to the appropriate governmental authority. Tax is a common source of revenue for state and local governments. 

Tax was added to the distribution settings in the 2024.05 release.  

 

Requirements

• Category is does not use an application interface. The interface type must be set to None. 

 

Add tax to a distribution

1. Open Connect Cash Receipting > Organization > Categories. 

2. Look up a category. 

3. Click to select the Distributions tab. 

4. Click to select Calculate a Tax Rate of [#.####]%

This checkbox will only be available if the category interface is set to None. 

 

 

5. Enter the tax rate.

Enter the tax rate to calculate on the distribution amount. For example, a 0.625 tax rate would be entered as 0.0625%.

 

6. Click Save  (CTRL+S). 

 

 

 

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