Tax groups allow you to create sets of taxes that may apply to sales in a given region. While most locations only require a single tax to be charged, some states/provinces may require more than one tax to be collected on each invoice. In order to charge taxes, you must first create a Tax Group and then add Taxes to it.
Name
Insert the name of your tax group. You can include the name of the state or province, and the county if applicable.
Add a Tax to this Tax Group
For each tax you want to charge in this group, add the name of the tax and the % rate. You can have multiple taxes in the same tax group.
How to add tax to the Tax Group?
Check that the applicable tax is saved in the Tax Group.
Go to the Business Management menu and choose Tax Groups
If there are no saved tax entries in the list, add a new tax.
Click on the "New" button and name your tax group.
Add the tax to the tax group created.
If you are using QuickBooks Online for accounting:
Ensure your AK DASH account is connected to your QBO. (Click the QBO app from the dashboard to confirm; if not, connect by logging in using your QBO login credentials)
Ensure tax entries are saved in your QBO account.
Once everything is completed and confirmed, go back to the Tax Group section in AK DASH and click the "Import From QBO" button. This action will automatically upload your Tax Group.
How to apply/add tax to the proposal?
Go to the Contacts menu and select Properties.
Choose the property name you want to tax by clicking on the 3 dots located at the right end of the property name under the Action column.
Select Edit.
Scroll to the bottom of the page, and you will find Tax Groups.
Choose the applicable tax you want to add.
Save.
Open and preview the proposal; you will find the tax group is now added in the Price Breakdown section.