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Here is a brief summary of what must be done in each Adagio module to change a sales tax rate. A complete, step-by-step procedure guide is available by clicking here. This document also contains instructions for users of ACCPAC Plus. You can download a spreadsheet to calculate Tax Included distribution rates by clicking here.

Adagio OrderEntry	1. Run dayend 2. Print and purge the Tax Summary report 3. Edit the tax groups Select the tax group to be edited Select the jurisdiction Change the tax rate
Adagio Invoices	1. Post or archive all invoice batches 2. Print and purge the Tax Summary report 3. Edit the tax table: Item & Customer rates Select the tax group to be edited Select the jurisdiction Change the tax rate 4. Update Archive Batches and select the item tax fields to update 5. Restore the archive batches
Purchase Orders for Adagio	1. Run dayend 2. Edit the tax groups Select the tax group to be edited Select the jurisdiction Change the tax rate
Adagio Inventory	1. Run dayend 2. Print and purge the Tax Summary & Tax Tracking reports 3. Edit the tax groups: Item and Purchase Tax Rates Select the tax group to be edited Select the jurisdiction Change the tax rate
Adagio Time&Billing	1. Post open billing batches (recommended but not required) 2. Print and purge the Tax Summary 3. Edit the tax groups: Fees & Disbursements Tax Rates Select the tax group to be edited Select the jurisdiction Change the tax rate
Adagio Payables	1. Print and clear the tax tracking report (recommended but not required) 2. Edit the Distributions to change the tax rate for Tax or Tax included Distributions Click here for a spreadsheet to calculate the rates for tax included distributions 3. After changing the tax rates Restore all recurring batches Edit all details that reference tax or tax included distributions Archive the updated recurring batches Edit all Distribution Sets to refresh all the tax rates for Tax or Tax included Distributions (re-select Distribution to refresh)
Adagio Receivables	1. Print and clear the tax tracking report (recommended but not required) 2. Edit the Distributions to change the tax rate for Tax or Tax included Distributions Click here for a spreadsheet to calculate the rates for tax included distributions
Adagio BankRec	1. If the tax tracking option is on in the Company Profile, print and clear the tax tracking report (recommended but not required) 2. Edit the Distributions to change the tax rate for Tax or Tax included Distributions Click here for a spreadsheet to calculate the rates for tax included distributions 3. Edit all Distribution Sets to refresh all the tax rates for Tax or Tax included Distributions (re-select Distribution to refresh)
Adagio Checks	1. Edit the Distributions to change the tax rate for Tax or Tax included Distributions Click here for a spreadsheet to calculate the rates for tax included distributions 2. Edit the archive batches to refresh the tax rates that reference tax or tax included distributions Refresh the rate by removing and re-selecting the distribution code from the finder

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