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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 [ + New Tax Code ]

3

Fill Required Fields

Add a Code and a Description

4

Enter Tax Percent %

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

GL Account

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

Otherwise you can skip this step

6

Update & Finish

Related Guides

How to Update PricingCreating Billing Terms and ModesCharge & Cash Pay Types

References

Tax Codes

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