It’s important to at least define the basic tax codes needed for the regions you will be selling to your customers before setting up your customers. This helps so that you will not have to go back through your customers to define their tax codes.
Tax codes can be complex with different rates per State, County, City… with sometimes a regular tax rate (Tax Rate 1) and a secondary tax rate on certain types of items (Tax Rate 2) and Tax exempt rules. Trakker can be utilized with all of these types of rules
Tax Types are found in View->List->Customer Tax Code
This short video will explain more details about setting up Sales Taxes