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.

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

6. Click [✓Update]