Create a Single or Combined Tax Rate that can be added to estimates or invoices. Or, simply sync over rates from QuickBooks Online!
1. Navigate to the Invoices tab.
2. Go to Invoice Settings.
3. Click the Tax tab.
4. Hit + Create Tax.
5. Choose between a Single or Combined Tax Rate.
Creating a Single Tax Rate
1. Select the Single Tax Rate option.
2. Type the Tax Name.
3. Select an Agency Name from the list.
4. Enter a Tax Rate (%).
5. Review the details of your Single Tax Rate.
6. Once done, click Save.
Creating a Combined Tax Rate
1. Select the Combined Tax Rate option.
2. Enter a Tax Name.
3. Enter a name for the Tax Rate that will be added as the first Combined Tax Rate.
4. Select an Agency Name from the list.
5. Enter a Tax Rate (%).
6. Next, click + Add Tax Rate and enter a name for the Tax Rate that will be added as the second Combined Tax Rate.
7. Repeat step number 2.
8. If you need to add another line, click the + Add Tax Rate button again.
9. Review the details and press Save.