How to view and set customer tax details

Paladin’s Tax Definitions Customers with this tax detail allows you to add every active State, County, and City tax defined to all, or just, particular customers.

To set this up:

1. In Paladin, select File > Setup.
2. Select the Taxes tab.
3. In the Tax Definitions pane, enable which tax definition you want to see customer associated with. The choices are State, County, City.
4. After enabling a tax definition, the Customers with this tax field displays a list of customers using that tax definition.

As shown, the State tax definition was enabled, and the Customers with this tax field is populated accordingly.

Note: If you want to remove a Tax definition from a customer, select the tax definition from the Tax Definitions table, select the customer from the Customers with this tax table, then click Remove.