Managing Client Tax Rates

Modified on Wed, 16 Nov 2022 at 06:05 PM

In many areas, it is necessary to charge VAT, GST / HST, sales or other tax to clients for products and services. You may need to charge clients different tax rates based on where they live or other parameters. You are able to set multiple tax rates and apply them at a client level using Tax Rates.


Tip: There are 2 ways to set Tax Rate. Client Level (as shown in this article) or if Tax Rate is the same for all clients, use the Company Default Tax Settings. You can also set a Company Default Tax, then override just those clients that have a different tax rate using the Client Tax Rate.


Note: If you do not charge tax, you do not need this feature.


Navigation: Admin > Supporting Data > Tax Rates



How Do I Add a Client Tax Rate?

  • Click "+ New Tax Rate."
  • Enter a description in the Name field.
  • Add the tax rate using numbers and a decimal point, no "%" character. i.e. 3% is 3.0.
  • Click "Add New Tax Rate" at the top of the page.

Add a tax rate to your pet sitter software

How Do I Edit a Client Tax Rate?

  • Click on the Tax Rate name.
  • Edit the description in the "Name" field.
  • Edit the tax rate using numbers and a decimal point, no "%" character. i.e. 3% is 3.0.
  • Click "Update."
Note: You can alter Tax Rates any time. If you edit a Tax Rate, previously created invoices do not change. Historic reporting remains accurate, as long as Invoices are not Voided and recreated.

Edit a tax rate in your pet sitter software

How Do I Delete a Client Tax Rate?

  • Click on the Tax Rate Name.
  • Click "Delete."



Note: You can delete Tax Rates any time. If you delete a Tax Rate you can not identify clients previously assigned the deleted Tax Rate. If you delete the Tax Rate, those clients are set to the Default Company Tax Rate, if you have one set. Previously created invoices do not change. Historic reporting remains accurate, as long as Invoices are not Voided and recreated.

Delete a tax rate in your pet sitter software


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