To set up Taxes:

I- Navigate to “Setup->Taxes”


To add a new tax:

  1. Click on the “+” button located on the right side of page.
  2. Set whether the tax is inclusive or exclusive.
  3. Set the “Tax Name”.
  4. Set the “Tax Short Name”.
  5. Set the tax percentage (i.e. 0.15 for 15% tax)
  6. Click “OK”.
  7. Repeat steps 1 to 3 to add more taxes.
  8. When all taxes are added, click on “Save Changes” button.

To enable taxes

  1. Navigate to “Setup and then Services”.
  2. For each service select the appropriate tax.
  3. Save the changes by clicking “Save Services”.

To change taxes:

  1. Click on the taxes you want to modify.
  2. Apply the changes and click “OK”
  3. Repeat step 1 and 2 for all the taxes you want to change.
  4. Click on “Save Changes” button once done.

To merge taxes(Remove):

Merge process allows you to remove a tax from your system. However because your sales/orders are bound to the taxes, merge process should be used to remove the taxes. Merge procedure combines two taxes into one tax.

  1. Select the primary tax – the tax you want to keep.
  2. Click “Merge – Select Primary Tax”.
  3. Select the secondary tax – the tax you want to remove.
  4. Click “Merge – Select Secondary Tax”.
  5. Click “OK” to confirm the merge.