How to record a tax authority?

The tax authority is the department or division where a contact’s non-taxable sales have to be reported. E.g. Travis County Tax Office.

To record a tax authority:

• Click on the gear icon on the top-right corner.
• Select the Taxes option from the drop-down.
• Navigate to Tax Authorities by clicking on the concerned option.

• Click on the drop-down button that is adjacent to the +New Tax button.
• A pop-up for recording the tax authority opens up.

• Fill in the necessary details.
• Click on the Save button.
• The Tax Authority will be added successfully.
• Now you can associate this tax authority to a contact when you exempt him/her from tax.