Taxes

Introduction

The Taxes page is where taxes can be created to be attached to any sales made that are taxable. The importance of creating taxes is that they are automatically applied to a customer's invoice once the service is completed rather than having to do them all manually afterwards and erases the need for additional calculations. This page will walk through how to create taxes and how they can be applied to customers automatically if need be. To reach the Taxes page, click on the Admin Dropdown on the side menu, then click on Settings and then Taxes. Clicking on the three bars on the top left corner of the page will expand the side menu to allow for easier access

Taxes

When reaching the tax page, it will show with each tax created as a line item and with the following columns

• Name - The name of the tax

• Rate - The rate of the tax

• Rate Type - The Kind of rate such a percentage or per unit

• Fuel - The type of fuel getting taxed

• Description - A small description of the tax

• Status - Whether or not the tax is active or inactive

• Default - Setting a tax to default will make it so that it's applied to every account, even new ones

• Actions - Actions that can be taken on the tax such as

  • Edit - Clicking here will allow tax to be edited
  • Status - Clicking here allows for the status to be active or inactive
  • Trash - Clicking here will delete the tax