Set Up My Tax Settings

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
• Tax Code
• Default Tax Rate %
• Submitted Tax Date

Tax Label

• 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.

• Your tax label will appear on quotes and invoices.

Tax Code

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."

• 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.

Default Tax Rate %

• 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.

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

Submitted Tax Date

• Enter the date you submitted your tax.
• Click "Update".