Taxes
Taxes list page: https://cloud.protemos.com/tax/index
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.
To add a new tax, press the "New tax" button:
Enter a name of the tax and specify its sort order in invoices:
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 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 taxes sets.
For more info, please see the next sections.
Default clients taxes set
To create a default clients taxes set, go to Settings=>Taxes=>Default clients taxes set:
Then press the "Add default tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):
Enter its default value and press "Create":
The new tax will appear in the default clients taxes set:
Here you may update taxes, their default values or delete them by pressing 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:
By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated.
To apply a custom taxes set for this client, press 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 client.
To add an individual tax value for this client, press the "New tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):
Enter its default value and press "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, the system will be adding this custom set of taxes to each of them.
On this page, you may also update taxes, their default values or delete them by pressing corresponding buttons.
Here you can also switch back to the use of global taxes set (default clients taxes) by pressing the "Use global set" button:
Taxes in individual client invoice
In the taxes section of 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 - will be displayed if you apply and define a custom taxes set for the particular client.
- No taxes - will be 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 displayed ones by pressing corresponding buttons, and override the default and custom sets described above:
Taxes will be added and displayed in the invoice details section:
Default vendors taxes set
To create a default vendors taxes set, go to System=>Taxes=>Default vendors taxes set:
Then press the "Add default tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):
Enter its default value and press "Create":
The new tax will appear in the default vendors taxes set:
Here you may update taxes, their default values or delete them by pressing 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 vendor. It will override the default vendors taxes set value.
Please see more info below.
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, press 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:
To add an individual tax value for this vendor, press the "New tax" button:
Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):
Enter its default value and press "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, the system will be adding this custom set of taxes to each of them.
On this page, you may also update taxes, their default values or delete them by pressing corresponding buttons.
Here you can also switch back to the use of global taxes set (default vendors taxes) by pressing the "Use global set" button:
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 - will be displayed if you apply and define a custom taxes set for the particular vendor.
- No taxes - will be 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 displayed ones by pressing corresponding buttons, and override the default and custom sets described above:
Taxes will be added and displayed in the invoice details section:
