Create a tax

Description

This guide explains how to add a new tax in the tax management module.

Steps to Create a New Tax

1. Access the Tax Management Module

   • Log into the system and navigate to the tax management module. (Settings - Taxes)

2. Click on "Add a Tax"

   • In the tax table, locate and click the "Create a Tax" button.

3. Fill in the Required Information

   • Name: Enter the name of the tax (e.g., "TVQ").
   • Description: Provide a short and clear description (e.g., "Quebec Tax").
   • Rate: Specify the tax percentage (e.g., "9.975%").
   • Code: Assign a unique code to the tax (e.g., "QC").
   • The code should represent the province or state of the tax (e.g., QC).

4. Set the "Default" Option (Optional)

   • Enable this option if you want this tax to be applied by default to all submissions.

5. Save the Tax

   • Once all fields are completed, click the "Save" button to add the new tax to the system.

Important Notes

• The system calculates taxes based on the address of the assigned client or contact.
• Only taxable products are included in the calculation.
• Ensure the tax code is unique to avoid conflicts.
• Default taxes will be automatically applied in submissions.