Difference between revisions of "Taxes"
Aleksandra.d (talk | contribs) (→Add default vendors absolute taxes) |
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You may add them whether as a percentage or flat amount ''(the last one will be helpful if you have to pay some fixed governmental fee on each transaction)''. | You may add them whether as a percentage or flat amount ''(the last one will be helpful if you have to pay some fixed governmental fee on each transaction)''. | ||
− | To add a new tax, | + | To add a new tax, click the '''"New tax"''' button: |
[[File:New trax.png|border|1000px]] | [[File:New trax.png|border|1000px]] | ||
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[[File:Create taz.png|border|500px]] | [[File:Create taz.png|border|500px]] | ||
− | + | Click '''"Create"''' to add the new tax to the list. | |
<span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them. | <span style="color:red">'''Note:'''</span> Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them. | ||
− | On this page you may also rename taxes, change their sort order, or delete them by | + | On this page you may also rename taxes, change their sort order, or delete them by clicking corresponding buttons: |
[[File:Upd tt.png|border|500px]] | [[File:Upd tt.png|border|500px]] | ||
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===Add default clients percentage taxes=== | ===Add default clients percentage taxes=== | ||
− | To add a default percentage tax, | + | To add a default percentage tax, click the '''"Add default persentage tax"''' button: |
[[File:Add def r.png|border|900px]] | [[File:Add def r.png|border|900px]] | ||
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Select the tax name from the drop-down list (only the taxes which are defined as the '''Percentage''' will be avaliavle in the list) '''(first, it should be created in: Settings=>Taxes=>Taxes list as described <U>[[Taxes#Taxes list|above]]</U>'''). | Select the tax name from the drop-down list (only the taxes which are defined as the '''Percentage''' will be avaliavle in the list) '''(first, it should be created in: Settings=>Taxes=>Taxes list as described <U>[[Taxes#Taxes list|above]]</U>'''). | ||
− | Enter its default value and | + | Enter its default value and click '''"Create"''': |
− | [[File:Cr def taz.png|border| | + | [[File:Cr def taz.png|border|700px]] |
+ | |||
+ | ::<span style="color:red">'''Note:'''</span> You can also add negative percentage taxes: | ||
+ | |||
+ | [[File:Add negative percentage tax1.png|border|700px]] | ||
The new tax will appear in the default clients taxes set: | The new tax will appear in the default clients taxes set: | ||
Line 68: | Line 72: | ||
[[file:DCTaxesL.png|border|1000px]] | [[file:DCTaxesL.png|border|1000px]] | ||
− | Here you may update taxes, change their default values, or delete them by | + | Here you may update taxes, change their default values, or delete them by clicking corresponding buttons. |
You may add as many taxes as you need. | You may add as many taxes as you need. | ||
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===Add default clients absolute taxes=== | ===Add default clients absolute taxes=== | ||
− | To add a default absolute tax, | + | To add a default absolute tax, click the '''Add default absolute tax''' button: |
[[File:Absolut.png|border|900px]] | [[File:Absolut.png|border|900px]] | ||
− | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then | + | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then click '''"Create"''': |
[[File:Crt h.png|border|600px]] | [[File:Crt h.png|border|600px]] | ||
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[[file:DCTaxesL2.png|border|1000px]] | [[file:DCTaxesL2.png|border|1000px]] | ||
− | Here you may update taxes, add new ones, and delete them by | + | Here you may update taxes, add new ones, and delete them by clicking corresponding buttons. |
Now, when you issue invoices, the system will add this set of taxes to each of them. | Now, when you issue invoices, the system will add this set of taxes to each of them. | ||
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By default, the global taxes set (default client taxes set) is applied whenever an invoice is generated. | By default, the global taxes set (default client taxes set) is applied whenever an invoice is generated. | ||
− | To apply a custom taxes set for this client, | + | To apply a custom taxes set for this client, click the '''"Define custom set"''' button: |
[[File:Global taxes.png|border|900px]] | [[File:Global taxes.png|border|900px]] | ||
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[[File:Tax set is empty.png|border|900px]] | [[File:Tax set is empty.png|border|900px]] | ||
− | You may add individual taxes as the percentage and flat amount by | + | You may add individual taxes as the percentage and flat amount by clicking corresponding buttons. |
For more details please see the articles below. | For more details please see the articles below. | ||
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===Add custom client percentage taxes=== | ===Add custom client percentage taxes=== | ||
− | To add an individual tax value as a percentage for this client, | + | To add an individual tax value as a percentage for this client, click the '''"Add percentage tax"''' button: |
[[File:Add a persantage.png|border|900px]] | [[File:Add a persantage.png|border|900px]] | ||
− | Select the tax name from the drop-down list '''(first, it should be created in: Settings=>Taxes=>Taxes list as described '''<U>[[Taxes#Taxes list|above]]</U>'''), then enter its default value, and | + | Select the tax name from the drop-down list '''(first, it should be created in: Settings=>Taxes=>Taxes list as described '''<U>[[Taxes#Taxes list|above]]</U>'''), then enter its default value, and click '''"Create"''' to add this tax to the list: |
[[File:Crf.png|border|450px]] | [[File:Crf.png|border|450px]] | ||
+ | |||
+ | ::<span style="color:red">'''Note:'''</span> you can also add custom negative percentage taxes. | ||
You may add as many taxes as you need. | You may add as many taxes as you need. | ||
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===Add custom client absolute taxes=== | ===Add custom client absolute taxes=== | ||
− | To add an individual tax value as a flat amount for this client, | + | To add an individual tax value as a flat amount for this client, click the '''"Add absolute tax"''' button: |
[[File:Absolute.png|border|900px]] | [[File:Absolute.png|border|900px]] | ||
− | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then | + | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then click '''"Create"''': |
[[File:2020-08-26 171900.png|border|500px]] | [[File:2020-08-26 171900.png|border|500px]] | ||
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Now, when you issue invoices for this client, this custom set of taxes will be added to each of them by the system. | Now, when you issue invoices for this client, this custom set of taxes will be added to each of them by the system. | ||
− | On this page, you may also update taxes, change their default values, or delete them by | + | On this page, you may also update taxes, change their default values, or delete them by clicking corresponding buttons. |
− | Here you can also switch back to the use of global taxes set (default clients taxes) by | + | Here you can also switch back to the use of global taxes set (default clients taxes) by clicking the '''"Use global set"''' button: |
[[File:Gg lobal.png|border|900px]] | [[File:Gg lobal.png|border|900px]] | ||
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* <U>[[Taxes#Custom taxes set for individual client|'''No taxes''']]</U> - is displayed if you apply the custom taxes set, but '''don't define ''' any tax values for the client. | * <U>[[Taxes#Custom taxes set for individual client|'''No taxes''']]</U> - is displayed if you apply the custom taxes set, but '''don't define ''' any tax values for the client. | ||
− | But in any case, you can add new taxes, edit or delete the displayed ones by | + | But in any case, you can add new taxes, edit or delete the displayed ones by clicking corresponding buttons, and <span style="color:red">'''override the default and custom sets'''</span> described above: |
[[file:Invoice taxes section.png|border|1100px]] | [[file:Invoice taxes section.png|border|1100px]] | ||
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===Add default vendors percentage taxes=== | ===Add default vendors percentage taxes=== | ||
− | To add a default percentage tax, | + | To add a default percentage tax, click the '''"Add default persentage tax"''' button: |
[[File:2020-08-28 115011.png|border|900px]] | [[File:2020-08-28 115011.png|border|900px]] | ||
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Select the tax name from the drop-down list (only the taxes which are defined as the '''Percentage''' will be avaliavle in the list) (first, it should be created in: '''Settings=>Taxes=>Taxes list''' as described '''<U>[[Taxes#Taxes list|above]]</U>'''), | Select the tax name from the drop-down list (only the taxes which are defined as the '''Percentage''' will be avaliavle in the list) (first, it should be created in: '''Settings=>Taxes=>Taxes list''' as described '''<U>[[Taxes#Taxes list|above]]</U>'''), | ||
− | then enter its default value, and | + | then enter its default value, and click '''"Create"''' to add this tax to the list: |
+ | |||
+ | [[File:11def.png|border|700px]] | ||
− | [[File: | + | ::<span style="color:red">'''Note:'''</span> You can also add negative percentage taxes: |
+ | |||
+ | [[File:Add negative percentage tax2.png|border|700px]] | ||
You may add as many taxes as you need. | You may add as many taxes as you need. | ||
Line 208: | Line 218: | ||
===Add default vendors absolute taxes=== | ===Add default vendors absolute taxes=== | ||
− | To add a default absolute tax, | + | To add a default absolute tax, click the '''"Add default absolute tax"''' button: |
[[File:2020-08-28 1150122.png|border|900px]] | [[File:2020-08-28 1150122.png|border|900px]] | ||
− | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then | + | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then click '''"Create"''': |
− | [[ | + | [[File:1dfr432.png|border|700px]] |
The new tax will appear in the default vendors taxes set: | The new tax will appear in the default vendors taxes set: | ||
Line 220: | Line 230: | ||
[[file:DEFAULT VENDORS TAXES SET.png|border|1000px]] | [[file:DEFAULT VENDORS TAXES SET.png|border|1000px]] | ||
− | Here you may update taxes, add new ones, and delete them by | + | Here you may update taxes, add new ones, and delete them by clicking corresponding buttons. |
Now, when you issue invoices, the system will add this set of taxes to each of them. | Now, when you issue invoices, the system will add this set of taxes to each of them. | ||
− | <span style="color:red"> '''Note ''': Default vendors absolute taxes are applied according to the currency of payables.''' | + | <span style="color:red"> '''Note ''': </span>Default vendors absolute taxes are applied according to the currency of payables.''' |
− | To put it simply, the default absolute tax in Euro will be added when you invoice payables in Euro etc. | + | To put it simply, the default absolute tax in Euro will be added when you invoice payables in Euro, etc. |
− | |||
[[File:Redirect.jpg|40px|link=Taxes]] Back to the '''table of contents'''. | [[File:Redirect.jpg|40px|link=Taxes]] Back to the '''table of contents'''. | ||
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By default, the global taxes set (default vendors taxes set) is applied whenever an invoice is generated. | By default, the global taxes set (default vendors taxes set) is applied whenever an invoice is generated. | ||
− | To apply a custom taxes set for this vendor, | + | To apply a custom taxes set for this vendor, click the '''"Define custom set"''' button: |
[[file:VP define custom tax button 1.png|border|1100px]] | [[file:VP define custom tax button 1.png|border|1100px]] | ||
Line 249: | Line 258: | ||
[[file:VCTset no taxes.png|border|1100px]] | [[file:VCTset no taxes.png|border|1100px]] | ||
− | You may add individual taxes as the '''<U>[[Taxes#Add custom vendor percentage taxes|percentage]]</U>''' and '''<U>[[Taxes#Add custom vendor absolute taxes|flat amount]]</U>''' by | + | You may add individual taxes as the '''<U>[[Taxes#Add custom vendor percentage taxes|percentage]]</U>''' and '''<U>[[Taxes#Add custom vendor absolute taxes|flat amount]]</U>''' by clicking corresponding buttons. |
For more details please see the articles below. | For more details please see the articles below. | ||
Line 255: | Line 264: | ||
===Add custom vendor percentage taxes=== | ===Add custom vendor percentage taxes=== | ||
− | To add an individual tax value as percentage for this vendor, | + | To add an individual tax value as percentage for this vendor, click the '''"Add percentage tax"''' button: |
[[file:VCTset no taxes add percentage.png|border|1100px]] | [[file:VCTset no taxes add percentage.png|border|1100px]] | ||
− | Select the tax name from the drop-down list <span style="color:red">(first, it should be created in: '''Settings=>Taxes=>Taxes list''' as described '''<U>[[Taxes#Taxes list|above]]</U>''')</span>, then enter its default value, and | + | Select the tax name from the drop-down list <span style="color:red">(first, it should be created in: '''Settings=>Taxes=>Taxes list''' as described '''<U>[[Taxes#Taxes list|above]]</U>''')</span>, then enter its default value, and click '''"Create"''' to add this tax to the list: |
[[file:New vendor percentage tax.png|border|700px]] | [[file:New vendor percentage tax.png|border|700px]] | ||
+ | |||
+ | ::<span style="color:red">'''Note:'''</span> you can also add custom negative percentage taxes. | ||
You may add as many taxes as you need. | You may add as many taxes as you need. | ||
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===Add custom vendor absolute taxes=== | ===Add custom vendor absolute taxes=== | ||
− | To add an individual tax value as a flat amount for this vendor, | + | To add an individual tax value as a flat amount for this vendor, click the '''"Add absolute tax"''' button: |
[[file:Add vend abs tax butt.png|border|1100px]] | [[file:Add vend abs tax butt.png|border|1100px]] | ||
− | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then | + | Select the tax name from the drop-down list (only the taxes which are defined as the '''Absolute''' will be available in the list), select the necessary currency, enter its default value, and then click '''"Create"''': |
[[file:New vendor absolute tax.png|border|700px]] | [[file:New vendor absolute tax.png|border|700px]] | ||
Line 283: | Line 294: | ||
Now, when you issue invoices for this vendor, this custom set of taxes will be added to each of them by the system. | Now, when you issue invoices for this vendor, this custom set of taxes will be added to each of them by the system. | ||
− | On this page, you may also update taxes, change their default values, add or delete them by | + | On this page, you may also update taxes, change their default values, add or delete them by clicking corresponding buttons. |
− | Here you can also switch back to the use of global taxes set (default vendors taxes) by | + | Here you can also switch back to the use of global taxes set (default vendors taxes) by clicking the '''"Use global set"''' button: |
[[file:Vend cust taxes set use global.png|border|1100px]] | [[file:Vend cust taxes set use global.png|border|1100px]] | ||
+ | [[File:Redirect.jpg|40px|link=Taxes]] Back to the '''table of contents'''. | ||
− | [[File: | + | =='''Negative taxes'''== |
+ | |||
+ | You can also add negative percentage taxes. To do so, add the "-" before the number. This type of taxes can be added both to custom and default taxes sets. | ||
+ | |||
+ | [[File:Add negative percentage tax1.png|border|700px]] | ||
=='''Taxes in individual vendor invoice'''== | =='''Taxes in individual vendor invoice'''== | ||
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* <U>[[Taxes#Custom taxes set for individual vendor|'''No taxes''']]</U> - is displayed if you apply the custom taxes set, but '''don't define ''' any tax values for the vendor. | * <U>[[Taxes#Custom taxes set for individual vendor|'''No taxes''']]</U> - is displayed if you apply the custom taxes set, but '''don't define ''' any tax values for the vendor. | ||
− | But in any case, you can add new taxes, edit or delete the displayed ones by | + | But in any case, you can add new taxes, edit or delete the displayed ones by clicking corresponding buttons, and <span style="color:red">override the default and custom sets</span> described above: |
[[file:Invoice taxes section.png|border|1100px]] | [[file:Invoice taxes section.png|border|1100px]] |
Latest revision as of 16:37, 21 September 2022
Taxes list page: https://cloud.protemos.com/tax/index
Watch our video tutorial on Taxes -
You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
Contents
Taxes list
To create a list of taxes, go to Settings=>Taxes=>Taxes list:
It will bring you to the Taxes list page.
Here you may define the necessary number of taxes that will be used in the system.
You may add them whether as a percentage or flat amount (the last one will be helpful if you have to pay some fixed governmental fee on each transaction).
To add a new tax, click the "New tax" button:
Enter a name of the tax, select the type, and specify its sort order in invoices:
Click "Create" to add the new tax to the list.
Note: Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.
On this page you may also rename taxes, change their sort order, or delete them by clicking corresponding buttons:
Note: You can’t delete taxes that you have already used in invoices.
Having entered all the needed taxes, you can define default clients' and vendors' tax sets.
For more info, please see the following sections.
Default clients taxes set
To create a default clients taxes set, go to Settings=>Taxes=>Default clients taxes set:
It will open the Default clients taxes page where you can add default percentage and absolute taxes for your clients.
For more info please see the corresponding articles below.
Note : Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.
Add default clients percentage taxes
To add a default percentage tax, click the "Add default persentage tax" button:
Select the tax name from the drop-down list (only the taxes which are defined as the Percentage will be avaliavle in the list) (first, it should be created in: Settings=>Taxes=>Taxes list as described above).
Enter its default value and click "Create":
- Note: You can also add negative percentage taxes:
The new tax will appear in the default clients taxes set:
Here you may update taxes, change their default values, or delete them by clicking corresponding buttons.
You may add as many taxes as you need.
Now, when you issue invoices, the system will add this set of taxes to each of them.
Add default clients absolute taxes
To add a default absolute tax, click the Add default absolute tax button:
Select the tax name from the drop-down list (only the taxes which are defined as the Absolute will be available in the list), select the necessary currency, enter its default value, and then click "Create":
The new tax will appear in the default clients taxes set:
Here you may update taxes, add new ones, and delete them by clicking corresponding buttons.
Now, when you issue invoices, the system will add this set of taxes to each of them.
Note : Default client absolute taxes are applied according to the currency of receivables.
To put it simply, the default absolute tax in Euro will be added when you invoice receivables in Euro, etc.
Back to the table of contents.
Custom taxes set for individual client
As stated above, you can define an individual set of taxes for each client.
To do so, go to the required client's profile, and select the Taxes tab.
By default, the global taxes set (default client taxes set) is applied whenever an invoice is generated.
To apply a custom taxes set for this client, click the "Define custom set" button:
Note: If the custom taxes set is applied but it remains empty, then no taxes will be added whenever an invoice is generated for this particular client.
You may add individual taxes as the percentage and flat amount by clicking corresponding buttons.
For more details please see the articles below.
Add custom client percentage taxes
To add an individual tax value as a percentage for this client, click the "Add percentage tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above), then enter its default value, and click "Create" to add this tax to the list:
- Note: you can also add custom negative percentage taxes.
You may add as many taxes as you need.
Add custom client absolute taxes
To add an individual tax value as a flat amount for this client, click the "Add absolute tax" button:
Select the tax name from the drop-down list (only the taxes which are defined as the Absolute will be available in the list), select the necessary currency, enter its default value, and then click "Create":
The new tax will appear in the custom taxes set:
You may add as many custom taxes as you need.
Now, when you issue invoices for this client, this custom set of taxes will be added to each of them by the system.
On this page, you may also update taxes, change their default values, or delete them by clicking corresponding buttons.
Here you can also switch back to the use of global taxes set (default clients taxes) by clicking the "Use global set" button:
Back to the table of contents.
Taxes in individual client invoice
In the taxes section of a client invoice page, the set of taxes is displayed according to the system and client's profile settings:
- Default clients taxes set - is displayed by default.
- Custom taxes set - is displayed if you apply and define a custom taxes set for the particular client.
- No taxes - is displayed if you apply the custom taxes set, but don't define any tax values for the client.
But in any case, you can add new taxes, edit or delete the displayed ones by clicking corresponding buttons, and override the default and custom sets described above:
Taxes will be added and displayed in the invoice details section:
For more info, please check the Client invoice, taxes section.
Back to the table of contents.
Default vendors taxes set
To create a default vendors taxes set, go to Settings=>Taxes=>Default vendors taxes set:
It will open the Default vendors taxes page where you can add default percentage and absolute taxes for your vendors.
For more info please see the corresponding articles below.
Note : Apart from that, you may define an individual set of taxes for each vendor. It will override the default vendors taxes set value.
Add default vendors percentage taxes
To add a default percentage tax, click the "Add default persentage tax" button:
Select the tax name from the drop-down list (only the taxes which are defined as the Percentage will be avaliavle in the list) (first, it should be created in: Settings=>Taxes=>Taxes list as described above),
then enter its default value, and click "Create" to add this tax to the list:
- Note: You can also add negative percentage taxes:
You may add as many taxes as you need.
Now, when you issue invoices, the system will add this set of taxes to each of them.
Add default vendors absolute taxes
To add a default absolute tax, click the "Add default absolute tax" button:
Select the tax name from the drop-down list (only the taxes which are defined as the Absolute will be available in the list), select the necessary currency, enter its default value, and then click "Create":
The new tax will appear in the default vendors taxes set:
Here you may update taxes, add new ones, and delete them by clicking corresponding buttons.
Now, when you issue invoices, the system will add this set of taxes to each of them.
Note : Default vendors absolute taxes are applied according to the currency of payables.
To put it simply, the default absolute tax in Euro will be added when you invoice payables in Euro, etc.
Back to the table of contents.
Custom taxes set for individual vendor
As stated above, you can define an individual set of taxes for each vendor.
To do so, go to the required vendor's profile, and select the Taxes tab:
By default, the global taxes set (default vendors taxes set) is applied whenever an invoice is generated.
To apply a custom taxes set for this vendor, click the "Define custom set" button:
Note : If the custom taxes set is applied, but it remains empty - no taxes will be added whenever an invoice is generated for this particular vendor.
You may add individual taxes as the percentage and flat amount by clicking corresponding buttons.
For more details please see the articles below.
Add custom vendor percentage taxes
To add an individual tax value as percentage for this vendor, click the "Add percentage tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above), then enter its default value, and click "Create" to add this tax to the list:
- Note: you can also add custom negative percentage taxes.
You may add as many taxes as you need.
Add custom vendor absolute taxes
To add an individual tax value as a flat amount for this vendor, click the "Add absolute tax" button:
Select the tax name from the drop-down list (only the taxes which are defined as the Absolute will be available in the list), select the necessary currency, enter its default value, and then click "Create":
The new tax will appear in the custom taxes set:
You may add as many custom taxes as you need.
Now, when you issue invoices for this vendor, this custom set of taxes will be added to each of them by the system.
On this page, you may also update taxes, change their default values, add or delete them by clicking corresponding buttons.
Here you can also switch back to the use of global taxes set (default vendors taxes) by clicking the "Use global set" button:
Back to the table of contents.
Negative taxes
You can also add negative percentage taxes. To do so, add the "-" before the number. This type of taxes can be added both to custom and default taxes sets.
Taxes in individual vendor invoice
In the taxes section of vendor invoice page, the set of taxes is displayed according to the system and vendor's profile settings:
- Default vendors taxes set - is displayed by default.
- Custom taxes set - is displayed if you apply and define a custom taxes set for the particular vendor.
- No taxes - is displayed if you apply the custom taxes set, but don't define any tax values for the vendor.
But in any case, you can add new taxes, edit or delete the displayed ones by clicking corresponding buttons, and override the default and custom sets described above:
Taxes will be added and displayed in the invoice details section:
For more info, please check the Vendor invoice, taxes section.