Configuring Tax Settings in Your CRM

1. Begin by selecting the 'Payments' tab.

2. Proceed by clicking on the 'Settings' link.

3. Next, locate and click on the 'Taxes' tab.

4. You can now manage tax settings for your invoices.

Adjust settings here to customize how taxes are applied to invoices.

5. Tax Name

Input the name of the tax as it should appear on invoices and in reports.

6. Tax Rate

In this section, you can view the tax rate you have established for the selected tax, for example, 7.25%.

7. Tax Description

In this section, you can review the details you've entered for each tax. Below is a sample description for reference:

Tax Description: Statewide Sales and Use Tax at 7.25%, inclusive of 1.25% local taxes (1.00% for Local Jurisdiction and 0.25% for Local Transportation Fund).

8. Tax Id Number.

This field displays the unique identification number assigned to each specific tax created in the system. If an ID has not been provided for a particular tax, this field will be left blank.

9. Note the creation date in the 'Created At' section.

Check the 'Created At' section to see when the tax setting was initially configured.

10. Look for an option to delete if the information needs changing.

11. Opt to 'Add Tax' if additional tax needs to be inputted.

Select 'Add Tax' to input new tax settings if managing multiple tax rates or types.

12. Enter all the requested information, then confirm by clicking 'Add'.