Back


Tax Types

Settings > Accounting > Financial > Taxes 


Tax Types define the name and rate applied to a quote or order. Once created, a Tax Type can be assigned at the Customer, Contact, or Customer Defaults level, see below.



Create a Tax Type

  • From the taxes table click New
  • Enter the Name and Rate (%) of the tax type
  • Click Save


Edit a Tax Type

  • From the taxes table click on the Name of the tax you wish to edit
  • Make the revisions to the Name and or Rate (%)
  • Click Save

Delete a Tax Type

  • From the taxes table check the box to the left of the Tax type you wish to delete
  • Click Delete
  • Click Ok to confirm

Once your Taxes are created they can be assigned in the following locations;

Customer - Learn more about Customer Taxes

Contact - Learn more about Contact Taxes

Customer Defaults - Learn more about Customer Default Taxes