Settings > Tax Rates
If you are required by law to charge your clients tax on services, then you can setup that information in the Admin Module -> Setup -> Settings ->Taxes Rates page. Once you are inside of that page, you have the ability to turn on/off which types of transactions you want to tax. Once you have those setup then you can setup different tax rates for your different locations.
To add a new tax rate:
- Navigate to the Admin Module -> Setup -> Getting Started -> Tax Rates page.
- Click New Tax Rate.
- Fill out the information for the new tax rate.
- Click Save.
To edit an existing tax rate:
- Navigate to the Admin Module -> Setup -> Getting Started -> Tax Rates page.
- Click on the tax rate you wish to edit.
- Make any needed changes to the tax rate information.
- Click Save.
Fields
Name: This is the name you want to give to the tax rate. This will not be seen by your clients
Country: The country for which this tax rate applies. This must be entered.
State: The state for which this tax rate applies. If you do not enter a state, then every client in the selected country will be charged this tax rate.
City: The city for which this tax rate applies. If you do not enter a city, then every client in the selected state will be charged this tax rate. NOTE: the city your client enters must EXACTLY match the city name here for tax to be properly charged.
Rate: This is the actual rate that will be applied as tax to the client's charges.
Exempt Clients
All clients by default will be charged the appropriate tax based on their address location. If you are charging tax, you need to make sure you are entering the client's address when adding them internally. You do have the ability to go into each client and mark them 'exempt' by editing their information and un-checking the 'Taxable' box.