Tax is no fun, but sometimes it just has to be done. Here how to set up your tax items that will be added to invoices.
- When Creating a package, you can create new tax items to apply to that package. Existing tax items can be applied to new packages.
- Add in any percentages of tax items you will be using.
Now that the items are set up, let's add it to an invoice.
- Go into a job you need to add a tax item on.
- On the invoice, while adding your usual line items in the tax field pick the appropriate tax item, then SAVE!
- Do this for every line item that has tax applied (this is since some states/countries only require tax on specific things)