Creating a New Sales Supplier

If you are required to register in a new state and file Sales Tax, you will need to create a new Sales Tax Supplier in RIMSS.  To add the Supplier, navigate to:

Suppliers > New > Supplier

On the General tab, add the name of the new supplier in the Company Name field.  You can add any additional information that you would like, but no additional information is required on this tab.

Navigate to the Details tab. On this tab, there are 3 fields that you will need to ensure have the correct settings for the Supplier to work with the Sales Tax Module.

1. Payment Terms: Set to COD
2. Supplier Type: Set to Sales Tax Agency
3. 3rd Party Sales Tax State ID: This field will show up only after you set the Supplier to type Sales Tax Agency.  It is used with the TaxJar integration.  Select the correct State from the dropdown.

Save the Supplier Master Record once all fields are populated.

Now the new Sales Tax Supplier will populate in the dropdown list when creating or editing Sales Tax Items.