Set Up My Tax Settings

Modified on Thu, 17 Nov 2022 at 06:45 PM

Tax Settings are only needed when you will be charging your clients a tax on services. Settings include Tax Label, Tax Code and Tax Rate.


Info: If you need additional assistance with your Tax Settings, please contact support.



Tip: If you have more than one Tax Rate, review the Client Level Tax Settings to determine the best Tax Setting Options.


TABLE OF CONTENTS


Tax Label

Navigate: Admin > Settings > Tax Settings


The Tax Label is the name of the tax you are charging. It will display on Invoice Totals.
  • Enter tax description.
  • Click "Update."


Note: In some areas, it is a legal requirement to display "Tax Invoice" or "VAT Invoice" instead of only "Invoice." 
  • When you enter GST in "Tax Label," the first line above Payment Terms will read Tax Invoice. 
  • If you enter VAT in "Tax Label," the first line above Payment Terms will read VAT Invoice.
  • Conversely, if you charge GST, but DO NOT want "Tax Invoice" displayed, add a space after the "GST" and this will prevent the automatic Label change.


Enter your tax settings in pet sitting software


  • Your tax label will appear on quotes and invoices.

See how Tax is detailed on an invoice in pet sitting software


Tax Code

If GST / TIN / VAT code is required on your invoices, enter it in "Tax Code" and it will display above Payment Terms.


Note: If you want your GST / TIN / VAT code to appear below Payment Terms, do not use "Tax Code." Instead use Invoice Narrative.


  • Enter your GST / TIN / VAT code in "Tax Code."
  • Click "Update."

Enter your tax settings in pet sitter software


  • Company GST / TIN / VAT codes show on all invoices along with the wording "This is a Tax Invoice" or "This is a VAT Invoice" as appropriate.

See how Tax is detailed on an invoice in pet sitter software


Default Tax Rate %

The “Default Tax rate %” calculates the correct rate of tax on your invoices.
  • Enter the default tax rate percentage.
  • Click "Update".


Tip: A Tax Rate entered here applies to all service items on each Service Order. A Tax Rate set at the Client Level Tax Settings will override the settings entered here.



Note: Do not enter % sign, just the numeric value.


Enter your tax settings in cat sitting software


  • "Default Tax rate %" is used to calculate the tax rate on invoices.

See how Tax is detailed on an invoice in cat sitting software


Submitted Tax Date

This allows you to keep a record of when you filed your tax reports.
  • Enter the date you submitted your tax.
  • Click "Update".

Enter your tax settings in dog sitting software

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article