Difference between revisions of "Taxes"

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(Custom taxes set for individual client)
(Default clients taxes set)
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Now, when you issue the invoices, the system will be adding this set of taxes to each of them.
 
Now, when you issue the invoices, the system will be adding this set of taxes to each of them.
  
<span style="color:red"> '''Note ''': Apart from that, you may define an individual set of taxes for each client.'''</span>
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<span style="color:red"> '''Note ''': Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.'''</span>
  
 
Please see more info below.
 
Please see more info below.

Revision as of 15:53, 26 December 2017

Taxes list page: https://test.protemos.com/tax/index


You can add VAT to all your clients and vendors invoices if you have to pay VAT.

Taxes list

To create a list of taxes, go to System=>Taxes=>Taxes list:

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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.

To add a new tax, press the "New tax" button:

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Enter a name of the tax and specify its sort order in invoices:

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Press "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 pressing the corresponding buttons:

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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 taxes sets.

For more info, please see the next sections.

Default clients taxes set

To define a default clients taxes set, go to System=>Default clients taxes set:

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Then press the "Add default tax" button:

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Choose the tax name from the drop-down list (first, it should be created in: System => Taxes => Taxes list as described above):

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Enter its default value and press "Create":

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The new tax will appear in the default clients taxes set:

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Here you may update taxes, their default values or delete them by pressing the corresponding buttons.

You may add as many taxes as you need.

Now, when you issue the invoices, the system will be adding this set of taxes to each of them.

Note : Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.

Please see more info below.

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:

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By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated.

To define a custom taxes set for this client, press the "Define custom set" button:

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