Taxes class configuration:

  • Go to “Configuration” / “Company management”,
  • Click on taxes tab,
  • Click on the button with a yellow cylinder and two green arrows (Taxes Management).

 

 

The top grid presents the tax group that will be use in the customer, vendor and item in quote/invoice/PO

Select on item in the top grid and manage tax level in the grid bellow.

Follow these steps to adjust:

  • Edit or create a new line in the grid
  • Level: add a number to set the calculation order
  • Tax: click in the field to popup a window with all tax code. To transfer on tax code, simply double-click.
  • Rate: modify the rate in %
  • Number: Leave empty, the system will take the number from the tax code grid
  • Effective date: add a date to start the tax change
  • GL: Leave empty, the system will take the number from the tax code grid
  • Cumulative: apply or not by checking the box

Note : All changes will by applied when reloading a quote

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