By completing this course, you will learn how to set up and use the Taxes subledger of Acumatica ERP for maintaining sales and use taxes. The current version of the course is valid for Acumatica ERP 2021 R1 Update 3 and later versions.

Through the examples, you will learn how to perform the following tasks in Acumatica ERP:

Configuring a tax report for the tax agency
Creating tax zones and categories
Creating sales taxes
Processing taxable documents
Preparing a tax report for the period
Voiding and again preparing the tax report
Making tax adjustments to the prepared tax report
Reconciling the tax report with the General Ledger module
Releasing the tax report and closing the tax period
Creating use taxes
Selecting tax calculation rules

Training Materials

F330 TRAINING GUIDE

Installations

Additional Reference

Tax Calculation

Tax Agency

Reporting Groups (TX205200)

Integrating Acumatica ERP with External Tax Providers

Tax Providers (TX102000)

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