Customizations - Tax Rates (Configure and Apply Sales/Service Tax Rates)

Do you need to apply sales/services tax rates to your clients? Our platform offers a tailor-made solution specifically designed for this purpose. These taxes can be applied based on the State so your clients from the specific State gets the sales tax, or alternatively, they can be applied to individual clients, which can also be updated in bulk. 

Note: Please get in touch with support at [e-mail] for us to turn this feature on for you.

Here's how you will apply the sales/service tax rates:

• First, you must create a Billable Category and a Billable Type under Customizations. This can be called Sales Tax, State Tax, etc.
• Then you will navigate to Customizations > Tax Rates > Add Tax Rate, as seen in the example below:

To set up a different tax rate based on location -> navigate to customizations in the black ribbon, then select locations. Add your locations if needed, and then set the default tax rate base on the tax rate you entered in the tax rate section within customizations. 

• In the example below, you will notice that the client 'Tacos for Dinner' has a tax rate associated with them by the Sales Tax line item when creating an invoice.
• The sales tax is not displayed on the billing dashboard but is displayed on the invoice preview side of the invoice window when creating the invoice. 

• You can also set the tax rate specifically by the client on the client's Main page. See below. This will override the default location tax rate. 

To add a Sales Tax 'Cap' to Tax Rates:

Note that the entered value is the most that will be charged on an invoice with this tax rate.

• Navigate to Customizations in the black ribbon
• Select Tax Rates
• Click Edit for an existing Tax Rate to add/update the Tax Cap
• Enter the Tax Cap amount
• Click Save.

How to NOT apply Sales Tax to an item:

• Navigate to Customizations on the ribbon on the left
• Select Billable Types
• You will notice a Do Not Apply Sales Tax column. Edit the billable type which you want to not apply sales tax for.
• Check the box 'Do Not Apply Sales Tax'
• Save

Sales tax will not be calculated in the invoice if you this option checked.

How to Bulk Update Client's Tax Rate:

• Navigate to the global Clients tab on the black ribbon on the left
• Selecting 'All' or specific clients that you want to adjust
• Click on the gear icon > Bulk Update > Update the Tax Rate section
• Save