Sales Tax Codes

Sage 50 (Peachtree) and Sage 100 (MAS 90/200)

Both Peachtree and MAS 90/200 require import files contain the applicable sales tax code for the taxing jurisdiction the customer falls into.

Create a customer “More Field” called -> SalesTaxCode (It must be entered exactly as shown here). You can use any custom field, just make sure you define the field tag exactly as shown here -> SalesTaxCode.

It is the responsibility of the ProjectPAK/ShopPAK user to enter this information into every customer record (or project record) referenced in their invoices. If a customer isn’t charged sales tax, leave the fields blank.

Sage 300 (Timberline)

If an invoice has sales tax, Timberline requires you supply Tax Group and Tax ID on the ProjectPAK customer’s ‘More’ fields window.

Create 2 customer “More Fields” called -> “Tax Group” and “Tax ID”. (It must be entered exactly as shown here). You can use any custom field. Just make sure you define the field tags exactly as shown.