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Changing your Tax rate

Tax is setup in the Tax Setup window (under the Orders menu).

Normally, you would just have one tax type setup. However, if you work across state lines, you may need to have more than one tax setup for each State. See the ProSelect Reference Manual for the different tax setup options.

The topmost tax in the list is the one that is used by default for new clients. However, you can select another tax type in the Setup Clients.

If the tax that you are using need to change (eg your state has increase the tax rate) then you can simply select that tax in the Tax Setup window then enter the new rate.

Now, every time that tax is used with a new client it will be at the new rate.

The last tax setup used for each client is saved in the ProSelect Album file for that job. This is so that, if you change the tax setup as we have done above, it won't effect old orders that were using the old tax setup.

When you open an album file which is using the old tax rate. If a matching tax is not found in ProSelect, the tax type in the album file will be added back into your Tax setup window and you will see the following warning.

So, if you previous just had one tax setup, now you will have two: the one you have just updated and the one loaded from the old album file (at the bottom of the list). 

You can leave it there as it will be added back in if you open any other old album files using that old tax. However, as it may have the same name, best to rename it (eg "Sales tax (old)") so avoid accidentally choosing it in the future.

Just make sure that your current tax entry is the topmost one as this is used as the default for new clients.

If you have a client album which is using the old tax rate and you need to change it to use the new tax rate, go to the Client Setup window (Under Orders menu) and select the new tax option from the Tax popup menu.

You can check that the correct tax is being applied by opening the Place Order window and checking the tax values at the bottom.




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