Use Tax

Use Tax

Article Contents: Setting up use tax accounts, using them in invoices, editing accounts, and reviewing use tax activity

Step-By-Step:

Use Tax GL accounts must be identified in the system before the report can track them.

Step 1: To add or configure a Use Tax account, go to: System Setup → Accounts Payable Setup → Use Tax


Step 2: Here, you can click on the New to add another Use Tax.




After a Use Tax GL account is configured, it can be selected during invoice entry.

Step 3: To edit an existing Use Tax account:

  • Go to the Use Tax setup screen

  • Click the edit icon 

  • Update details as needed, such as account number or description

Changes take effect immediately for future postings.



Step 4: Use Tax entry can be deleted as well, check and select the existing entry and click on the delete button.

Any posted invoice or journal entry that uses a Use Tax–assigned GL account will automatically be included in the Use Tax Report.

The Use Tax Report, located in AP Reports, provides a detailed summary of:

  • Vendor names associated with Use Tax postings

  • Invoice and distribution amounts

  • Total Use Tax per vendor

  • Overall Use Tax posted across all accounts

You will then be able to print the total Use Tax posted per Vendor and overall.

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