Tax setup
To apply taxes to items within the price list, set up a tax rate which can be applied to specific items within the price list that are marked as ‘taxable’. System administrators are the only ones with the privileges to access this setup.
Open the setup menu, select tax setup.
Click insert, the new row will appear at the bottom.
Assign a code, a percentage, and the start date for this tax, then click save.
*Note, if there are multiple tax items for the same tax code, only the newest start date item will be applied to new invoices.
Apply taxes to items in the price list
Mark certain price list items as ‘taxable’ to have the tax automatically calculated and added to invoices:
From the admin menu, select ‘price list’.
Check off the taxes check box to those applicable and click save.