Stay on top of your tax settings with this detailed guide to managing taxes in Pest AI. Learn how to configure tax rates, enable automatic sales tax, and ensure compliance with your business requirements—all in just a few simple steps.
1. Click on "Payments" to manage your payment settings.
2. Select "Settings" to adjust your payment preferences.
3. Choose "Taxes" to set up your tax options.
4. Review the "Include tax in prices" option carefully.
5. Click "YES" if you want to include tax in the price.
6. Click "NO" if you prefer not to include tax in the price.
7. Review all Tax Rates visible on the screen.
8. Check the "Name" column for tax rate details.
9. Look at the "Rate" column for tax percentages.
10. Examine the "Description" column for tax rate explanations.
11. Verify the "Tax Id Number" for accurate identification.
12. Check the "Tax Agency" column for agency details.
13. Note the "Created At" date for when the tax rate was established.
14. Review the created tax rates displayed on this screen.
15. Find the "Delete Button" for removing tax rates.
16. Click here to "Add Tax".
17. Look at the "Automatic Taxes" section for more options.
18. Click to toggle "Enable automatic sales tax" On or Off.
19. Open the sub-menu to select a tax category.
20. Click here to "Select a tax Category" from the options.
21. Access sub-menu for Nexus States by clicking here.
22. Click here to "Select Nexus States" relevant to your business.
23. Agree to our Terms of Use by checking the checkbox.
24. Finally, click on "Save" to confirm your changes.
