Overview

To add the tax for a specific customer refer to Customer Setup. 

Instructions

Follow these steps:

1. Go to Setup > Settings > Company Setup.
2. Click on the "Tax" link.
   
   
   
   

3. The Tax Settings window will pop-up, enable the tax by clicking on the checkbox.

   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.

    
   
   
   

4. If needed, you can "Add new tax" to the list. 

5. Add a Name, Percentage, and Product Division, and then click on Save. 
   
   

   Tip
   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.

   
   
   

6. You can "Edit" or "Delete" a tax located under the Actions column. 
   
   
   
   

Additional Charge Exception

This option will allow you to override the global tax for a certain kind of charges.

1. If you need to add any additional charges click on the "Add a new exception" click to add an additional charge.
   
   
   
   
2. The Additional Exception window will pop-up, select an "Additional Charge", "Tax" and put in a "Percentage". Click on Save. 
   
   
   
   
3. This will then appear as shown below, you can "Edit" or "Delete" the additional charge under the Actions column.