To configure the general settings Sales tax/VAT, go to Admin > Financial > Taxes. Select the option for handling Sales tax/VAT:
Do not apply VAT (Sales tax/VAT will not be applied anywhere)
Calculate VAT in Salesbuildr (Salesbuildr will take care of Sales Tax/VAT calculations directly)
Let [PSA e.g. Autotask/CW/Halo] calculate VAT (when creating line items, we send them to PSA which returns the VAT values)
NOTE: Salesbuildr does not currently import VAT/sales tax data from Connectwise Manage.
When you select 'Calculate VAT in Salesbuildr', add one or more VAT rates applicable to your situation and click 'save':
Sales tax/VAT name (e.g. 'Miami-Dade County's Sales and Use Tax')
Sales tax percentage (2 decimals)
Sales tax code (the sales tax codes used in your accounting system or the sales tax code provided by the tax authorities)
