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Billing – Tax Settings

Tiers: All


Step-by-step instructions . . .

  1. Select Settings > Taxes.

  2. To create a tax rate, under Tax Rates, click Add Rate.

  3. Enter Name > Rate , and click Save.

  4. To create a tax group, click Add Group. In order to add taxes to a customer's profile, you will need to create a Tax Group, combining one or more tax rates that you add. This is helpful in areas where the state, county, and city all have specific tax rates.

  5. Enter Name > click to Select Rate(s), and click Save.

  6. To add a tax group from a customer’s profile, Select Customers > Customer Name > scroll down to Service Location and click Edit > click and select a tax group from the dropdown menu under Sales Tax Group, and click Save.

  7. To add a tax group in bulk, select Customers > Service Rates > click the checkbox to select all > click Bulk Update > click the checkbox for Tax Group and select from the dropdown menu, and Save.

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