Tips & Tricks #97 – Auto Assign Sales Tax Schedule Based on Zip Code

By Ed Paxson | Aug 9th, 10 | Categories: Tips & Tricks, Pending Update

If you are having trouble getting the proper Sales Tax Schedule associated with customers and ship to addresses, there is a feature in Sales Tax Schedule Maintenance that will allow you to associate a state or range of zip codes to specific schedules. Once this is done, MAS will auto-associate the proper tax schedule with a customer and/or ship to address when the zip code is entered.

  • Select Library Master | Setup | Sales Tax Schedule Maintenance.
  • Enter a Sales Tax Schedule code or press the lookup icon to view a list of available codes.
  • Click on the Zip XRef button to assign a range of zip codes to the schedule.

Zip Code Range Cross Reference

  • Click Accept to save the Zip XRef data and Click Accept to save and close the Tax Schedule
  • In Accounts Receivable Customer Maintenance, add a new customer. When you enter a zip code that is within a Zip XRef range, the tax schedule will automatically be entered for that customer.
  • In Ship To Maintenance, when the Zip Code is entered, the associated tax schedule will be automatically entered for that Ship To address.

Want to view more Tips & Tricks for MAS 90/200? Visit our Tips & Tricks Blog.

About the Tips & Tricks Series

BCS ProSoft is proud to offer you these Tips & Tricks for MAS 90 and MAS 200. These tips were drawn from our extensive technical support knowledge base as well as from the comprehensive experience or our team. Each tip is outlined in detail, including pictures and or drawings where appropriate. There are a couple of things to note in order to use these tips effectively. All tips are written for Sage MAS 90 and Sage MAS 200 versions 4.1 and higher. Some tips should be used with great care and caution. If you are ever in any doubt as to how to use the information provided, please contact our Award Winning Support Center.  Click here for options on contacting our Support Center.

wordpress View Other Tips & Tricks twitter Follow Us on Twitter
linkedin Join us on Linked-In Subscribe to our Feed

About the Author

Senior Consultant, Ed Paxson

Ed Paxson, Senior Consultant for BCS ProSoft, has been helping companies streamline their accounting and business management systems since 1979. A graduate from Texas A&M University, Ed began working on business systems as a COBOL programmer and quickly moved into business systems consulting. He has been a member of the BCS staff since 2000.

Ed and his wife, Pam, are empty nesters, having recently graduated their youngest of four children. Together, they enjoy anything that involves the water, but most especially, they enjoys skiing on Canyon Lake aboard Ed’s pride and joy, a 21 foot Caravelle ski boat.

Recent Posts