KingPin Posted March 9, 2015 Report Share Posted March 9, 2015 Hi all, Is there a way to add a custom tax % to a service? I want to be able to add e.g. a 5% tax on some services but it does not apply to all clients so manually picking it at service creation would be best. thank you. Quote Link to comment Share on other sites More sharing options...
0 Tyson Posted March 9, 2015 Report Share Posted March 9, 2015 Taxes are applied based on your tax rules, and whether they match the client location. The client, package, and invoice line items also need to be set as taxable for the tax to be applied. Depending on exactly what you're trying to do here, you could update the package to make it taxable, ensure the client is not tax exempt, ensure that you have a tax rule setup that applies to their locale, and they should be taxed automatically when the service is added. Alternatively, you can update the invoice that is created when the service is added, and mark each line item as taxable, however, that is a manual process, and the total cost that they agreed to will have changed if it was not already taxable. Quote Link to comment Share on other sites More sharing options...
0 KingPin Posted March 9, 2015 Author Report Share Posted March 9, 2015 Hi Tyson, thank you for your detailed response. Unfortunately I wasn't clear in my question, let me try to clarify. All my customers live in same state. but based on their residence county they get taxed differently. I have some customers who due to certain tax rules get charged 14% tax and others which get charged 10%. I need to be able to either set 2 tax rules and pick which one gets applied or have a field for a custom tax amount to be applied. Thank you. Quote Link to comment Share on other sites More sharing options...
0 Michael Posted March 9, 2015 Report Share Posted March 9, 2015 Hi Tyson, thank you for your detailed response. Unfortunately I wasn't clear in my question, let me try to clarify. All my customers live in same state. but based on their residence county they get taxed differently. I have some customers who due to certain tax rules get charged 14% tax and others which get charged 10%. I need to be able to either set 2 tax rules and pick which one gets applied or have a field for a custom tax amount to be applied. Thank you. Make two tax rules: 1. State -> 10% 2. Sate 2 -> 14% Quote Link to comment Share on other sites More sharing options...
0 KingPin Posted March 9, 2015 Author Report Share Posted March 9, 2015 Make two tax rules: 1. State -> 10% 2. Sate 2 -> 14% if only applies the first of the two for that state. Quote Link to comment Share on other sites More sharing options...
0 Michael Posted March 9, 2015 Report Share Posted March 9, 2015 if only applies the first of the two for that state. correct Quote Link to comment Share on other sites More sharing options...
0 KingPin Posted March 9, 2015 Author Report Share Posted March 9, 2015 correct set 2 tax rules and pick which one gets applied as per my post above yours I need to apply a tax rate based on things other than state. I am not sure if I missed what you are pointing out above. Quote Link to comment Share on other sites More sharing options...
0 Michael Posted March 9, 2015 Report Share Posted March 9, 2015 as per my post above yours I need to apply a tax rate based on things other than state. I am not sure if I missed what you are pointing out above. Make two packages instead of the countries and assign the tax to a package. Quote Link to comment Share on other sites More sharing options...
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KingPin
Hi all, Is there a way to add a custom tax % to a service? I want to be able to add e.g. a 5% tax on some services but it does not apply to all clients so manually picking it at service creation would be best. thank you.
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