Taxes FAQ: Difference between revisions
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
*[[Taxes FAQ#Do I need to use taxes in | *[[Taxes FAQ#Do I need to use taxes in CommitCRM?|Do I need to use taxes in CommitCRM?]] | ||
*[[Taxes FAQ#Where do I define taxes in | *[[Taxes FAQ#Where do I define taxes in CommitCRM?|Where do I define taxes in CommitCRM?]] | ||
*[[Taxes FAQ#How do I use taxes?|How do I use taxes?]] | *[[Taxes FAQ#How do I use taxes?|How do I use taxes?]] | ||
*[[Taxes FAQ#Can I set a default tax for Items or Accounts?|Can I set a default tax for Items or Accounts?]] | *[[Taxes FAQ#Can I set a default tax for Items or Accounts?|Can I set a default tax for Items or Accounts?]] | ||
| Line 7: | Line 7: | ||
===Do I need to use taxes in | ===Do I need to use taxes in CommitCRM?=== | ||
Using taxes in | Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define some related settings. | ||
===Where do I define taxes in | ===Where do I define taxes in CommitCRM?=== | ||
To set the taxes in | To set the taxes in CommitCRM, go to Settings > Charge > Taxes. | ||
===How do I use taxes?=== | ===How do I use taxes?=== | ||
For each taxable product/service (called Items in | For each taxable product/service (called Items in CommitCRM) you sell, select the tax in one of the Item detail Tax fields. Also, set this tax for your customers by going to the Account Window and opening the Details page. | ||
You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes and for all new items by going to Tools > Options > Charges & Contracts > Default Tax Codes. | You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes and for all new items by going to Tools > Options > Charges & Contracts > Default Tax Codes. | ||
Revision as of 09:03, 10 August 2009
- Do I need to use taxes in CommitCRM?
- Where do I define taxes in CommitCRM?
- How do I use taxes?
- Can I set a default tax for Items or Accounts?
- Where can I see charge and tax information together?
- See Also
Do I need to use taxes in CommitCRM?
Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define some related settings.
Where do I define taxes in CommitCRM?
To set the taxes in CommitCRM, go to Settings > Charge > Taxes.
How do I use taxes?
For each taxable product/service (called Items in CommitCRM) you sell, select the tax in one of the Item detail Tax fields. Also, set this tax for your customers by going to the Account Window and opening the Details page.
You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes and for all new items by going to Tools > Options > Charges & Contracts > Default Tax Codes.
In order for a tax to apply to a charge the following should be set:
- You've defined tax/es for the Item used in the Charge record
- You've defined tax/es for the Account who is selected for the Charge record
- Taxes will be calculated when there is a match between the Item tax/es and the Account tax/es of a Charge record.
Can I set a default tax for Items or Accounts?
You can set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes. You can also set a default tax for all new items by going to Tools > Options > Charges & Contracts > Default Tax Codes.
Where can I see charge and tax information together?
Many Charge reports calculate the taxes and display them together. We recommend you print one of the following Charge reports to see an example of a report that displays the charges and taxes: Detailed Account Charges, Account Charges, Detailed Account Charges by Tickets.