Billing

Apply taxes to an invoice

Taxes are calculated automatically on an invoice, once you perform several setup tasks. You must first set up tax rates and tax groups, and add tax groups to projects and engagements as necessary. You must also identify relevant activities as taxable.
  1. Click Setup > Tax Rates and set all rates that you would like to use.
  2. Click Setup > Tax Groups. Name the group and select which tax rates to include in the group by marking their checkboxes.
  3. Click Setup > Activities and mark the
    Charge Tax
     checkbox under Tax Calculations.
  4. Click Setup > Engagement Templates and select any tax groups that you want to associate with the template.
  5. Click Setup > Project Templates. The
    Tax Group
     field defaults to
    Engagement
    , but you can choose a specific tax group in this field by selecting
    Specific
     and then selecting a tax group from the
    Specified Tax Group
     field.
Once these settings are in place, taxes will be calculated when you enter the billed amount on the Detail Billing screen for an invoice that includes taxable items.

This article applies to:

  • Product: Onvio
  • Audiences: Staff