How do I Customize Taxes in Work Orders App?

Updated on January 15, 2018 06:34PM by Admin

All that you have to do is login into your work orders account. Click on Navigation menu bar -> settings. Here select the option Taxes from the menu Work Orders. From the tax menu, click on the option of your choice.

Read on to know more.

Steps to Customize Taxes

  1. Log in and access Work orders app from your universal navigation menu bar.
  2. Click on "More(...)" icon and select "Settings" located in the app header bar.
    work orders settings
  3. Select "Taxes" under "Work Orders" drop down from the left navigation panel.
    taxes under work orders
  4. The overview page of Tax will be displayed as shown:
    capture tax codes
  5. This allows you to create tax both:
    • At Workorders Header
    • At Workorders Lines
  6. The WorkOrders app allows you to create both Single Rate Taxes & Multi Rate Taxes.
  7. For instance: Click on "Create" to create a Single Rate Tax.
    create single rate taxes
  8. You can view the Create Single Rate Tax popup, where fill in the following details:
    • Tax Code - The Code of the tax.
    • Tax Authority - The authority for who you are paying this tax to.
    • Tax Rate Type - The type of rate you want to charge(Fixed Amount/Percentage).
    • Tax Rate - The rate you would like to charge as tax.
    • Available for Workorders - Toggle ON to make the tax available for work orders.
      create tax
  9. Click on "Create" button to complete.
  10. The created tax will be displayed in the list, where you can "Edit" and "Enable/Disable" when needed.

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