
Tax Exception Reportįind mistakes on transactions where tax has been applied incorrectly with the Tax Exception report. Sales Tax Report TabĪll sales tax reports have moved to their own unique Sales Tax tab in the Index to Reports, making it easier to find and manage all fourteen reports. Sales tax reports include a new section that breaks out purchases for which you may owe Use Tax.Ĭlick here for a video on Using Tax.
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This type of tax code doesn’t add tax to the transaction, but tracks the tax that you would owe for Use Tax. Use Taxĭepending on where you live, you may be required to track and pay sales tax on purchases where a vendor did not apply tax on that purchase. By default, the tax code you have associated with a customer or vendor will automatically be applied to all five addresses.Ĭlick here for a video on Tax Code Defaults per Card Address. This way, if you are shipping to an address that is taxed differently, the appropriate tax code will populate your sales and purchases. Tax Code Default per Card AddressĪssign a unique tax code to each of the five available address records on customer and vendor cards. If you have many sales tax regions and codes to keep tabs on, we’ve extended the character limit to 10 characters, which will even let you name your tax codes for more easier identification.Ĭlick here for a video about using Longer Tax Codes. It’s easier to manage your tax requirements with longer tax codes. Quickly analyze your state-by-state sales to see in which states you need to file taxes with these new reports:Ĭlick here for a video on using Sales Tax by State Reports Longer Tax Codes Need to report and file sales tax in multiple states? Our new set of sales tax reports let you filter by state, choose all states, and include sales without a state associated with them. This is a great way to resend overdue invoices to let the customer know they need to make a (late) payment.Ĭlick here for a video on using Past Due Stamps Sales Tax Features Sales Tax By State Reports If the sale is overdue according to the terms you have set up for the customer, the new Past Due stamp appears on the form. Add this field to your form and print or email an invoice.

Past Due StampĪ new custom field called Past Due stamp is available on sales forms. Choose from Mobile, Home, Work, or create your own label to help differentiate numbers on a contact card.Ĭlick here for a video on using Custom Phone Field Labels.

Custom Phone Field LabelsĪssign labels to specific contact numbers in the Card File. The Find Transaction window and the Items Register both load twice as fast in AccountEdge 2020, which will be welcome news for businesses that with large items lists, lots of inventory-related transactions, and/or otherwise have large company files.


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Faster Loading Of the Find Transactions and Items Register Windows Found in the To Do List, see items that are in need of reorder by Item Name and Item Number.Ĭlick here for a video on using Item Name or Item Number in To-Do list. To Do List Stock AlertĮasily reorder low inventory from the Stock tab.
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Once checked, a different set of tax tables/formulas are used for Federal taxes.Ĭlick here for a video on how to use the new W-4 Step 2 Checkbox. This new option is for those who have a second job or a spouse with a job.
