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Tax Rates - getting started
Tax Rates - getting started

Enter tax rates for your taxable services and materials

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Create tax rates to apply when creating a Work Order. By default materials are taxed, If the services you provide is taxable, select [x] Service Taxable.

Key Points

  • Go to Settings/Tax Rate

  • Enter a zip code in the Search box for a tax rate and click the Search button

  • Click the Copy button

  • Add zip codes that include this tax rate to combine them into one rate

  • If the service you provide is taxable, select [x] Service Taxable

  1. Click the Settings icon in the upper-right corner

  2. Under Company Setup, click Tax Rates

  3. Click the New Tax Rate button

  4. Enter a zip code in the Search for tax rate by zip code box, click Search

   5. Click the Copy button

   6. Give the tax rate a name, something that describes the geographical location.
   7. If this is to be the default tax rate for all new customers, click [x] Make this the
      default tax rate for all new customers
   8. Add zip codes to the Zip code list for automatically selecting this tax rate when
       creating a new customer
   9. Click the Copy button
  10. If the service you provide is taxable, select [x] Service Taxable.
  11. Click the green Update Tax Rate button

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