Billing - Tax Settings
Watch the video or scroll down for step-by-step instructions
Tiers: All
Step-by-step instructions . . .
- Select Settings > Taxes.
- To create a tax rate, under Tax Rates, click Add Rate.
- Enter Name > Rate, and click Save.
- 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.
- Enter Name > click to Select Rate(s), and click Save.
- 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.
- 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.
