Overview

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:

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 check box. 
   
   
   
   
   
4. If needed you can "Add new tax" to the list. 
5. Add a "Name" and "Percentage", then click on Save. 
   
   
   
   
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 "here" 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.