Tax Determination

Set up shipping and handling charges

Learn how to set up shipping and handling charges.

The sales tax liability for any shipping and handling charges applied to an item is automatically calculated based on the item line's Ship Via value. These charges are determined by the preset Shipping Item configuration assigned to the Ship Via value.

The Shipping tab shows the shipping and handling details for each shipment associated with the transaction. If multiple item lines have the same location and ship-to value, the shipping and handling details for those items will be combined in a single line.

The Tax Detail tab has three lines for each item line to show the full breakdown of the tax calculation.

  1. Go to Lists > Accounting > Shipping Items.
  2. Click Edit in the shipping item's row.
  3. Enter a name for the shipping item in the Display Name/Code field.
    This name appears in the Ship Via field on the transaction.
  4. Use the tabs to apply shipping and handling details as needed.
  5. Click Save.