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How To Setup Your Default Tax Rate And Tax Profiles

Overview

This tutorial explains how to setup a default tax as well as additional tax profiles

How to Setup the Default Tax Rate

  1. Click on the Point of Sale component
  2. Click on the Settings tab
  3. Click the Manage Invoice and Tax Settings button
  4. Enter the default tax rate
  5. Click the Save button

How to Setup a Tax Profile

If you charge more then one tax rate then you can setup a tax profile to quickly switch between tax rates. This tutorail explains how to do that.

  1. Click on the Point of Sale component
  2. Click on the Settings tab
  3. Click on the Manage Tax Profiles button
  4. click the New Tax Profile button or Find and edit the tax profile you want to edit
  5. Enter the Name and Description for this profile and enter each tax Name and Value
  6. Click the Save button.

How to Switch to a Tax Profile

If you charge more then one tax rate then you can setup a tax profile to quickly switch between tax rates. This tutorail explains how to do that.

  1. Create or edit an invoice
  2. Click on the edit icon that is between the Tax and tax field
  3. Selected the desired tax profile
  4. Click the Apply Tax button