Taxes

[Product User]

I understand that in order for the tax to show up on the charge report, I need the labor and equipment to have default tax entered for them, and the tax should also be entered into the account's details.

This is all fine and good except when it comes to a tech encountering a new client at a location. The tech can create a new account using the web interface but the web interface does not allow a tech to enter a tax amount. Therefore they are still having to calculate their own tax and hand write it on the invoice form


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[Support Team]

Re: Taxes

You can set the default Tax value for newly created Accounts from Tools > Options > Accounts > Default Tax Code. This will set a default tax value for new accounts.

This should do the trick for you, as when you create the Account from the web interface, the tax value will already be entered for the newly created account.

Neta