How Do I Customize Multi Rate Taxes in the Work Orders App?

Updated on May 29, 2017 01:58am by Admin

Work Orders App allows you to create taxes manually by customizing "Taxes" tab which is provided in Work order settings.

The Work Orders App allows you to create both Single Rate Taxes and Multi Rate Taxes.

  • Single Rate Taxes - Method of taxation exclusively on one tax.
  • Multi Rate Taxes - Method of taxation on multiple ones.

For instance: An Employee wants to create EST tax as a multi-rate tax by combining one or more single rate taxes. (GST & VAT)

Steps to Customize Multi Rate Taxes

  1. Go to Work Orders App from app header bar.
  2. Click on “More(...) -> Settings”.

    settings

  3. Select “Taxes” from the “Work Order” drop-down in the left navigation panel.

    left panel

  4. The overview page of the taxes will be displayed as shown.

    overview

  5. You can create tax both at :
    • Workorders Headers - Tax Code will be displayed in the header while creating the Work Order.
    • Workorders Line - Tax Code will be displayed in the line level while creating the Work Order.
  6. Select “Multi Rate Taxes” radio button at the top.Then, select “Multi Rate Taxes” tab and click on “Create” button.

    multi rate tax

  7. You can view the “Create Multi Rate Taxes” pop-up, where you can fill in the following details:
    • Tax Code - The code of the tax.
    • Tax Rate Type - The type of rate you want to charge (Flat/Stacked).
    • Tax Authority - The authority for whom you are paying this tax to.
    • Available for Workorders - Toggle ON to make the tax available for work orders.
    • Print Components - Toggle on the button to print the components.
  8. Select “Add” button to add one or more single taxes to create multi taxes.Then, Select “Create” to create a new tax.

    multi rate tax created

  9. Now, you can see the created multi-rate taxes. You can also “Edit” or “Delete” using respective icons.

    edit

Related links