Entering a Client's Tax Rate

Modified on Tue, 26 Mar 2024 at 05:51 PM

Tax Rate allows you to charge taxes to comply with tax laws. In many countries, regions and localities, is it necessary to charge VAT, GST / HST, sales tax or other types of tax to clients for products and services that you provide. 

Tip: When you set Tax Rates, use the Revenue & Tax Reports, either by Bills Delivered or Cash Received to calculate your tax liability by selected dates, to easily pay your taxes on time.

Note: There are two ways to set a Tax Rate. You can set it globally, for all clients (Company Default Tax Settings), or at the client level to charge a different rate to different groups of clients (add a new Tax Rate, it is possible in Supporting Data). If you do not charge tax, you will not use this feature.

How Do I Enter a Client's Tax Rate?

Navigation: Clients > access a client account > Client Data > Client Admin > Settings
  • Choose a Tax Rate from the drop down.
  • Click "Update".
Note: Each client can have one Tax Rate that applies the same tax to all invoices for that client.

Apply a tax rate to a client in dog walker software

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