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Overview
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Administrators can set up tax charges or any additional charge exception needed for a specific customer. |
To add the tax for a specific customer refer to Customer Setup.
Instructions
Follow these steps:
- Go to Setup > Settings > Company Setup.
- Click on the "Tax" link.
The Tax Settings window will pop-up, enable the tax by clicking on the check boxcheckbox.
Note Please note: Taxes can be added based on customer's basis. Users can define if the tax should be applied to flowers, plants, hard goods, or all product divisions.
- If needed, you can "Add new tax" to the list.
Add a Name, Percentage, and Product Division, and then click on Save.
Image ModifiedTip title Accounting Code If needed, users will be able to add the accounting code while creating or editing a tax. This could be useful for integration with external systems.
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- You can "Edit" or "Delete" a tax located under the Actions column.
Relevant Articles
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Additional Charge Exception
This option will allow you to override the global tax for a certain kind of charges.
- If you need to add any additional charges click on the "Add a new exception" click to add an additional charge.
- The Additional Exception window will pop-up, select an "Additional Charge", "Tax" and put in a "Percentage". Click on Save.
- This will then appear as shown below, you can "Edit" or "Delete" the additional charge under the Actions column.