Step 2 - Synchronizing Tax Structures and Sales Tax Codes

To ensure correct distribution of tax liabilities among Peachtree GL accounts, the Job Manager tax structures used to calculate tax amounts must match the Peachtree sales tax codes. Because any tax structure may be used on invoices exported from Job Manager, every tax structure defined in Job Manager should have a corresponding tax code in Peachtree before any invoice information is exported.

A tax code and a corresponding tax structure have been synchronized if and only if the following conditions have been satisfied:

The "Tax Code" of the Job Manager tax structure matches the "Sales Tax Code" of the Peachtree sales tax code.

The percentage rates for the tax authorities of which the Peachtree sales tax code is made up match the percentage rates for Tax 1, Tax 2, and Tax 3 in Job Manager (though not necessarily in the same order).

There are two options for achieving this synchronization:

Defining new sales tax codes in Peachtree, or

Defining new tax structures in Job Manager.

In Peachtree, the Sales Tax Codes window should be used to define or rename sales tax codes. To access this window, select Sales Tax Codes from the Maintain:Sales Taxes menu. To define new tax structures in Job Manager, log into the Job Manager application as the Administrator user and use the Tax Structures page, which may be accessed from the Administration tab.

An example of a Job Manager tax structure and a corresponding Peachtree sales tax code is shown below.

For more information on creating and configuring sales tax codes, please consult your Peachtree documentation. For more information on setting up tax structures in Job Manager, please refer to the Tax Structures sections of the "Developing Your Company Structure" chapter of this guide.