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In this article, you will learn how to set up txes for your company, set exemptions, and assign specific taxes to customers.
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Add or Edit a Tax
As an administrator, you have the ability to establish tax charges or other additional fees for specific customers. These taxes can be added according to the customer's requirements. Additionally, you can specify whether the tax should be applied to flowers, plants, hard goods, or all product divisions.
To add taxes to your system, do the following instructions:
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 checkbox.
If needed, you can "Add new tax" to the list.
Add a Name, Percentage, and Product Division, and then click on Save.
You can "Edit" or "Delete" a tax located under the Actions column.
Set Tax Rates for Non-Taxable Customers
This option allows us to indicate if a customer marked as a non-taxable cab
has a tax rate in certain situations.
What is a non-taxable customer?
A customer with taxes associated from the Customer Setup screen but with the Charge Sales tax option disabled,
How does this option work?
If the setting is on, an option will be available from the Add Order and Add Prebook screens to allow salespeople to decide whether a tax must be applied to the customer. If the user selects the option, the system will apply the tax configured for that customer and will apply it to the Prebook or Order (with items already added). If this option is set for a Prebook, the system will transfer the taxes to the invoice once it is billed, and the user will be able to decide wheter the tax must be applied before the invoice is confirmed.
Additional Charge Exceptions
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.
Single Tax per Customer Restriction
You can restrict the number of taxes that can be associated to a given customer to one tax per customer.
To Activate this, go to Setup>>Settings>>Tax and check the option Associate One Tax per Customer.
Before activating this option, you should confirm that your existing customers only have one tax asociated since even if you activate this option, the system will continue charging existing customers with all the taxes they have associated.
Associate a Tax with a Customer
The system allows to associate taxes to customers. To do this, follow the next instructions.
Go to Setup>>Customers
Click on Edit in the Actions column.
The Customer Information window will open. Click on Setup, next to Charge Sales Tax. The Setup Taxes window will open and you will be able to associate as many taxes as you want (unleast the restriction above explained is activate). Make sure of selecting a least one tax per customer if you check the Charge Sales Tax option.
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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