Before you start
This article is intended for haulers using our legacy tax setup. If you use our modern tax setup, please go to: https://intercom.help/hauler-hero/en/articles/17083218-how-do-i-setup-and-manage-taxes.
The quickest way to confirm which version of taxes you’re setup with is to check where you can see and set up Zones.
If you see Zones in the Pricing section, but not in Settings, you’re using our modern tax setup.
If you don’t Zones in the Pricing section, but do see them in Settings, you’re using the legacy tax setup.
If you see zones in Pricing and in Settings, you’re likely in the process of transitioning into the modern tax setup.
How do I create a Tax Zone?
First, go to Settings > Zones > Tax Zones. Click Add, type the Tax Zone’s name, and press Enter to save.
How do I create a Tax Rule?
Go to Pricing > Taxes and click the + icon in the top right corner.
Select your service’s Business Line and fill in the form that follows.
You can also choose how you want to link taxes to services and fees with the Auto-Link to Matched Services & Fees toggle.
If you choose to do it automatically, Hauler Hero will show you how many and which services will be linked.
If you choose to do it manually, you’ll need to open the saved tax via its 3-dot menu, click Link, and manually link the tax to each applicable fee or service.
Click Create Tax when done.
How do I set the tax onto a customer’s service?
Open the Configured Service detail view for the service you want to tax, accessible from the Customer Profile view by clicking the name of a service.
Click Adjust Service, set the Tax Zone, then click Save.
Afterwards, you’ll be able to see what taxes are applied to the service by clicking Fees & Taxes tab and looking under Taxes. Each linked tax will show its Rate, adjustable if you need.
How do I make a customer tax exempt?
From the customer’s Customer Profile page, click the 3-dot icon and then Edit.
Toggle the Tax Exempt switch, record a Tax Exemption Identifier if you have one. This step does not actually stop the tax; it is meant for record-keeping purposes.
Next, to actually stop the tax, go to each one of that customer’s configured services, open their Fees & Taxes tab, and switch off each tax in its Taxes accordion.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.