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Creating Tax Codes

Define all tax codes used within your company’s various locations. Tax codes should correspond with those set up in your third-party accounting system.

How to Create Tax Codes

  1. Navigate to "Resources" > "Billing" > "Tax Codes"

  2. Click the [+ New Tax Code] button

  3. Add a Code and a Description

  4. Enter the tax percent in the appropriate field

Tax percentage must be entered as a decimal. For example: A tax percentage of 8.25% would be entered as 0.0825.

  1. If your accounting software utilizes GL, you can add a GL Account as well

  2. Click [✓Update]

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