Overview
These instructions will help you set up sales taxes and apply them where applicable to the products and services you offer. Setting up tax rates correctly ensures accurate billing, helps you stay compliant with local tax regulations, and makes reporting easier for your business.
How to Setup Tax Rates
Use the instructions below to guide you through the tax rate setup process.
From the cloud website, navigate to Settings through the More dropdown
From the left sidebar under Management, click Taxes
At the top, select the correct region so that your taxes will be calculated correctly.
Click the Enable button next to a tax item. Enter the Name and Rate. Do this for each of the possible taxes that may apply to products and/or services in your region.
Once you have set up a tax, you will be able to then Modify or Disable the taxes at any time.
When adding a new product or service, check the box next to each tax that will apply to that item. You can also go back and adjust these settings for existing products and services.
