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Tax Codes are configured in Setup / Finance / Taxes / Tax Codes |
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An account configured to invoice charges to another account (an invoicer) will have its own service/billing contact address referenced in order to determine the appropriate tax code to use for taxation, not the invoicer’s address details. However, In the event that the account does not contain service/billing addresses the system will then use the invoicer’s service/billing address to determine the tax code.
Prerequisites
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Tax vendors need to be setup in order to configure tax codes
Account tax categories need to be setup if you need to configure them on your tax codes
Service tax categories need to be setup if you need to configure them on your tax codes
Tax rates need to be setup for tax codes that are configured to use the LogiSense tax vendor
Tax Codes Panel
The Tax Codes panel on the left of this screen allows you to select existing tax codes to view and edit on the Edit Tax Code panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
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The information in this panel reflects the currently selected tax code. From here you can change tax code details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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