Tax Settings

Tax Settings

Here you can add and manage the taxes to be applied on your payment invoices.

Adding Tax

Use this tab when you need to add a new tax that you would use in your payment invoices.

Adding a New Tax

This feature will be used when creating a new tax entry that is expected to be used in your payment invoices. As shown in the GIF below, click on the "Add Tax" option and enter the information as per your specific goal.Adding Tax

Use this tab when you need to add a new tax that you would use in your payment invoices.

Tax Table Information

Internal Tax ID

This is the system generated ID for each tax you have created in your CRM.

Tax Name

Here you will see the name you have given to the Tax such as Sales Tax or Use Tax, District Tax for a specific State etc.

Tax Rate

Here you will see the Tax rate you have specified for the selected Tax such as 7.25% etc.

Tax Description

The information you have provided for each tax will be shown here. Here is the example of Tax Description: statewide sales and use tax 7.25%, which includes 1.25 percent of local taxes (1.00 percent Local Jurisdiction and . 25 percent Local Transportation Fund).

Tax ID Number

This is the number you have given to the specific tax created in the system. If you haven't given any ID to a specific tax from the list then this field will appear blank.

Created At

The date and time when you created the Tax will be shown here.

Actions Tab

Here you can perform several actions for a specific tax.

Deleting Tax

Use this tab to delete one of the tax you have created. Go to an Action menu of the tax to find "Delete" option which will allow you to delete a specific Tax from the list of Taxes you have created inside of your CRM. This will only delete one Tax at a time so all of the other Tax from the list will not get affected if you click "Delete' on one of the Tax from the list.