Adding & Managing Tax Codes 🎥

Adding & Managing Tax Codes 🎥

Fast-Weigh Web Portal


Tax Codes

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

If your organization will be using direct QuickBooks Online integration, click here for instructions on how to add tax codes directly from QBO.

Adding and Managing Tax Codes

  • To set up tax codes, navigate to Resources > Tax Codes
  • Click the  [+ New Tax Code] button.   

     


  • Enter the tax code and description.

    • Percentages must be entered as decimals. 
    • For example, an  8.25% tax would be entered as 0.0825.

  • Enter a  GL Account, if your accounting software uses GL.

  • Click  Update.


Once tax codes are set up, go to  Resources > Customers and edit your customers to assign these codes to each customer record.


You can also go to Resources > Products > Products & Pricing to assign default tax codes to your Products.


You can control the order in which Tax Codes default under the Portal Settings.
  • Customer: New Order-Products use the Product's default tax code if it is set, then use the Customer's if no Product default is set.
  • Product: New Order-Products use the Customer's default tax code if it is set, then use the Product's if no Customer default is set.
Remember: the tax code for particular orders can still be changed for each order-product by editing the products on that order. This will not update existing tickets' tax codes, but only new tickets created for that order. Tax codes on existing tickets can be changed via  Ticket Bulk Edit .

Secondary Tax

We now support a Secondary Tax Rate and calculation to handle additional VAT, City, or local taxes.

  • Enable Secondary Tax by going to Administration Portal Settings and checking the "Use Secondary Tax" box under Other Settings.
  • Then, navigate to Resources > Tax Codes and add or edit a tax code to include secondary tax.



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