How do I Customize Taxes in Invoices App?

Updated on April 5, 2018 12:52AM by Admin

Invoices app allows you to create a taxes manually by customizing "Taxes" tab which is provided in invoices settings.

Steps to Customize Taxes

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on"More" icon and select “Settings” at the app header bar.
    invoice-settings
  3. Click on “Taxes” from left navigation panel.
    invoice-taxes
  4. In taxes dashboard, you can view:
    • Taxation – Select No Taxes, Single or Multi taxes.
    • Capture Tax Codes
  5. In Single rate taxes, Click on “Create” button. Provide following information:
    • Tax code
    • Tax rate type
    • Tax authority
    • Tax rate
    • Print label
    • Available for invoicing
      create-new-tax
  6. Click on “Create” button to complete.
  7. In Multi rate taxes, column click on “Create” button and provide following information.
    • Tax code
    • Tax rate type
    • Tax authority
    • Tax rate
    • Print label
    • Enable
    • Add or Create Taxes
  8. Click on "Add" to select more than one tax.
    add-tax
  9. Click "Check box" to add the taxes like images shown below:-add-new-taxes
  10. Click on “Add” button to add taxes to multiple.create-tax
  11. Click on " Create" button to complete.


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