Navigation: Settings --> Configuration Settings --> Quotes and Invoice Settings -->New Tax Group
Navigation: Settings -> Organization Settings -> Customer Settings -> Enable Billing Cycle should be turned on for the linking of tax group with the customer to work
The tax groups
section helps the user consolidate the taxes according to applicable taxes for
regions or states associated with the customer.
Navigation: Settings --> Configuration Settings --> Quotes and Invoice Settings --> New Tax Group
Select the "Settings" from
the left panel. Below "Configuration
Settings," choose the "Quotes & Invoices" option. Now select "Tax Group."
2. Select the "+ New Tax Group"
option to add the appropriate tax options under a single category.
3. Select the applicable taxes and choose the "Save Tax Group"
4. Once the tax group
creation is successful, you can Edit or Delete the existing Tax group.
the edit icon to modify the existing Tax group.
6. Set the applicable taxes and select the
"Update Tax Group" button to modify the taxes.
7. Select the delete icon to delete the tax group.
8. Choose the "Delete" option
to delete the tax group.
9. Select the "+
New Tax" option to create tax.
10. You can fill in the "Tax Name" and the "Tax Rate
(%)." You can also choose "Associate Tax to Tax Group to
link the taxes under a single group.
B. Tax Group Details:
When the customer with pre-defined tax group details is associated with the contracts, the tax details are shown automatically based on the
pre-defined tax settings.
While choosing the new contract and while filling in the asset
details, the taxes will be pre-filled based on the tax group settings.
When the customer with pre-defined tax group details is associated with the invoices, the tax details are shown automatically based on the
pre-defined tax settings.
When the customer with pre-defined tax group details is associated with the quotes, the tax details are shown automatically based on the pre-defined
It is now easy to associate the tax with the customers, and hence it
is helpful to have customer-specific taxes.
Associate Customers with Tax and Tax Group
1. Select the "Customers" module
from the left panel.
2. Select "+ Create New Customer" to create the new customer details.
in the Account Details.
- Select the billing frequency period from the
- Select the payment term details from the
- Select the tax group details from the
On saving the customer details, the account details are shown.
our new update came as a solution for users to auto-populate
the taxes directly when the customers associated with contracts, invoices, and
quotes are created, and it saves time efficiently.
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