Taxes FAQ: Difference between revisions
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===Do I need to use taxes in CommitCRM?=== | ===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 | Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to define the taxes in the Account and set the Items as Taxable. | ||
===Where do I define taxes in CommitCRM?=== | ===Where do I define taxes in CommitCRM?=== | ||
To set the taxes in CommitCRM, | To set the taxes in CommitCRM, you should: | ||
# Define taxes for the Account. | |||
# Define the item as Taxable. | |||
===How do I use taxes?=== | ===How do I use taxes?=== | ||
Using Taxes in CommitCRM requires that the Accounts have Tax codes defined and that the Items will be set as Taxable (which is done by default). | |||
To start using taxes, set the Tax codes in your Accounts via the Account > Details tab. | |||
In order for a tax to apply to a charge the following should be set: | In order for a tax to apply to a charge the following should be set: | ||
#You've defined tax/es for the Account who is selected for the Charge record | #You've defined tax/es for the Account who is selected for the Charge record | ||
# | #Item is set as taxable (this is done by default). | ||
===Can I set a default tax for Items or Accounts?=== | ===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 set a default tax for all new customers by going to Tools > Options > Accounts > Default Tax Codes. | ||
For Items, to set all Items as Taxable by default, go to Tools > Options > Charges & Items > Default Tax/es for New Items, and set the Taxable flag. Note that the Taxable flag is set by default when first installing the system. | |||
Revision as of 19:02, 16 August 2013
Questions
- 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?
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 the taxes in the Account and set the Items as Taxable.
Where do I define taxes in CommitCRM?
To set the taxes in CommitCRM, you should:
- Define taxes for the Account.
- Define the item as Taxable.
How do I use taxes?
Using Taxes in CommitCRM requires that the Accounts have Tax codes defined and that the Items will be set as Taxable (which is done by default).
To start using taxes, set the Tax codes in your Accounts via the Account > Details tab.
In order for a tax to apply to a charge the following should be set:
- You've defined tax/es for the Account who is selected for the Charge record
- Item is set as taxable (this is done by default).
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. For Items, to set all Items as Taxable by default, go to Tools > Options > Charges & Items > Default Tax/es for New Items, and set the Taxable flag. Note that the Taxable flag is set by default when first installing the system.
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.