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