How To Set Up Taxes

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 5:44 PM by Belinda Henry

   

How To Set Up Taxes

In order to add taxes to an invoice, first you need to set up your taxes. Here's a quick guide on how to do that.

Go To Payments

Navigate to the "Payments" tab.

 

Go To Tax Settings

Navigate to the "Tax Settings" tab.

 

Add A New Tax

Click "Add Tax".

 

Add A Tax Name

Click the "Name of the tax" field, and enter a name.

 

Add Tax Rate

Click the "Rate (%)" field, and enter a tax rate.

 

Add A Description

Optional: Click the "Description (optional)" field, and enter a description.

 

(Optional) Add Tax ID Number

Optional: Click the "Tax Id Number (optional)" field, and enter a Tax ID.

 

Save The Calendar

Click "Add Tax"

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