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For the complete documentation index, see llms.txt. This page is also available as Markdown.

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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