Apply taxes to an invoice
Taxes are calculated automatically on an invoice once you perform several set-up tasks. You need to first set up tax rates and tax groups, and add tax groups to projects and services as necessary. Also, you need to identify relevant activities as taxable.
- Select and set all rates that you would like to use.
- Select . SelectAdd, name the group, and select which tax rates to include in it.
- Select and mark the checkbox under Tax Calculations.
- Select and select any tax groups that you want to associate with the template.
- Select . TheTax Groupfield defaults toService, but you can choose a specific tax group in this field by selectingSpecifiedand then selecting a tax group from theSpecified Tax Groupfield.
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.
