Create a tax entry in your Tax Table
If you are required to charge tax on products and services, you can set up a tax table for use on order entry, subscription forms, and eCommerce orders. A user must specify the correct tax rate when entering a company order for ads and services. The system will use a customer’s shipping address to calculate the tax rate for subscriptions and eCommerce orders. Each state can have a tax rate for every product type.
If you charge different tax rates based on location or need to charged taxes on consumer orders, you should enter a new tax entry.
Go to Billing Settings > Billing > Tax Tables to create a new entry and click on Add Tax Entry.
If you only have a single tax rate, you should go to the configuration settings and add a default tax. The system will always use this tax rate when entering a print, digital, or service line item.
Set a default tax rate by going to Setting > System Configurations > Finance > Invoices. Enter a value and it will calculate taxes on all company order line items.
If you have multiple tax rates to manage, you need to create a new tax entry for company orders. Don’t assign a jurisdiction. Any tax rate with a jurisdiction won’t show up in the company order entry process.
Warning
Make sure to not select a Jurisdiction if you want to use the tax option when adding a company order.
With your tax entry created, you will be able to select the tax option when adding line items to an order.
To set up a tax rate for consumer orders, e.g, subscription sales, you must select a jurisdiction and product(s). The system will use the customer’s shipping address to determine the appropriate tax rate.
You will also need to select at least one product. You can also charge taxes on any shipping costs. When you select shipping, you can choose to tax the shipping cost, handling fees, or both.