Sage 50 Initial POS Setup – STEP 1 – Setting up Sales Tax

In order to use AccuPOS Point of Sale and have it update Sage 50 US for inventory and accounting purposes, a Sage 50 US company file must be set up beforehand and the location on the local network, or computer, of the company file must be known in order for AccuPOS to connect and update the company file. 

If this is the first time installing Sage 50 US, please consult your Sage 50 US advisor or Sage’s customer support with questions pertaining to accounting issues while setting up the new company. 

AccuPOS support staff will only support issues regarding Sage 50 US that affect the integration with AccuPOS Point of Sale.

This guide is also under the assumption that the network is setup and all software installed according to the AccuPOS Network Setup Guide. 

The adapter, AccuPOS Management, and AccuPOS Point of Sale must be installed on the network or computer.

Table of Contents


Step 1: Setting up Sales Tax

The first step to getting the integration with AccuPOS up and running is to get taxes set up inside your Sage 50 US company file. 

You must set up as many taxes as you are going to collect at the Point ofSale. 

This can range from just one tax to several depending on local taxing legislation. To begin setting up Sales Taxes:

  1. Go to Maintain  Sales Taxes.  The Set up Sales Taxes window appears.

    sales taxes

  1. Choose Set up a new sales tax option and click Next.

    set new sales tax

  1. Enter the rate of the tax and how many Agencies make up that tax. 

    The most simple tax rate would just be one agency. 

    Afterwards, click Next.

    new sales tax screen

  1. Enter the information for the first Sales Tax Agency

    Note that the Sales Tax Agency ID must be all capitalized.

    sales tax agency


  2. Set the rate and account number and click Next

    Repeat steps 4 and 5 for as many Tax Agencies that make up the Sales Tax.

    calculated tax account

  1. Now you must assign the Sales Tax to a Sales Tax Code

    tax code name


    Set the Sales Tax ID and Sales Tax name to POS TAX. Click Finish when you’re done.

    sales tax entered

  1. Click Close sale tax wizard and click Finish.

    sales tax finish


NEXT is Step 2:  Creating a CashSales Customer