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How To Set Up Taxes

How To Set Up Taxes

By navigating to the tax settings section within the Payments tab of your CRM, you can effortlessly add and manage taxes. This area allows you to create various taxes that will be applied to your payment invoices, ensuring accurate billing for your clients. Having a centralized location for managing taxes in your CRM not only simplifies the invoicing process but also helps maintain compliance with tax regulations and requirements.

Tax settings

Tax settings

 

Tax Table Information

Looking at your tax settings page, you will see a list of all the taxes previously created in your CRM. Within the list, you will notice 5 columns with related identifiers.

 

Tax Name

On the far right you will see the name you have given to the Tax such as Sales Tax or Use Tax, District Tax for a specific State, etc.

 

Tax name

Tax name

Tax Rate

Here you will see the Tax rate you have specified for the selected Tax such as 7.25%, etc.

 

Tax rate

 

Tax Description

The information you have provided for each tax will be shown here. Here is an example of Tax Description; statewide sales and use tax is 7.25%, which includes 1.25 percent of local taxes (1.00 percent Local Jurisdiction and . 25 percent Local Transportation Fund).

 

Tax description

 

Tax ID Number

This is the number you have given to the specific tax created in the system. If you haven’t given any ID to a specific tax from the list then this field will appear blank.

Tax ID number

Tax ID number

 

Created At

The date and time when you created the Tax will be shown here.

Date and time a tax was created

Date and time a tax was created

 

Deleting Tax

Use this tab to delete one of the taxes you have created. Go to the Action menu of the tax to find the “Delete” option which will allow you to delete a specific Tax from the list of Taxes you have created inside of your CRM. This will only delete one Tax at a time so all of the other Taxes from the list will not get affected if you click “Delete’ on one of the Taxes from the list

Deleting tax

Deleting tax

 

Adding a New Tax

This feature will be used when creating a new tax entry that is expected to be used in your payment invoices. As shown below, click on the “Add Tax” option and enter the information as per your specific goal.

 

Add tax

Add tax

 

Tax Info

  1. Name

Type in the name for this tax here

  1. Rate

Type in the tax rate here.

  1. Description

Give a brief description of the tax here.

  1. Tax ID Number

Type in the Tax Id number here.

  1. Cancel or Add You can either cancel the update you made or save it by clicking either of these buttons.

 

Tax info

Tax info

Further Reading

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