Skimmer Billing - Tax Settings

Watch the video or scroll down for step-by-step instructions

Tiers: All

Step-by-step instructions . . .

1

 Select Settings > Taxes. 

2

To create a tax rate, under Tax Rates, click Add Rate.

3

Enter Name > Rate, and click Save.

4

To create a tax group, click Add Group. In order to add taxes to a customer's profile, you will need to create a Tax Group, combining one or more tax rates that you add. This is helpful in areas where the state, county, and city all have specific tax rates. 

5

Enter Name > click to Select Rate(s), and click Save.

6

To add a tax group from a customer’s profile, Select Customers > customer name > scroll down to Service Location and click Edit > click and select a tax group from the dropdown menu under Sales Tax Group, and click Save,

7

To add a tax group in bulk, select Customers > Service Rates > click the checkbox to select all > click Bulk Update > click the checkbox for Tax Group and select from the dropdown menu, and Save.