This sections let you manage tax rules to be applied on customer's invoices.
Things to consider before Tax Rule Creation
- Tax rules are defined by { Country,State Province and Tax Code }, { Country, Zip } or { Country, State Province and Zip } combinations
- E.g., Consider tax rule definition for a country like USA, leaving state, province and zip code as blank means that the tax rate is applied to all the customers from US. If you want to define a rule for a particular state, provide the Country and State values while defining the rule
Create Tax Rule
- Click on Add Tax Percentage button
- Define the rules by following the on-screen instructions
- Tax Name : Specify the Tax Name here to be visible on customer's invoice e.g., GST, VAT
- Country : Specify country from dropdown that tax rule will be applicable to
- State/Province : Customers from specified State from dropdown that tax rule will be applicable to
- Sale Type : Specify the tax rule applicability on sale type(option below), leaving is blank will consider both Products & Services
- Product
- Service
- Zip Code : Customers from spcified Zip Code will be entitled to this tax rule
- Tax Code :
- Tax Type : Several tax type options are available in C3, Choose one as per your requirement
- General : Single tax percentage applied on the total amount.
- Sub Taxes : The tax percentage for this definition will be the total ( sum ) from the child tax rules.
- Cumulative : The tax percentage for this definition will be the total ( sum ) from the child tax rules.
- Tax Percentage : Specify the tax percentage here
- Effective From : Specify the date using Date picker post which all generated invoices will be entitled to tax rule being created
- Click on Submit button
Things to note post Tax Rule Creation
- Tax rules are considered while generating invoices for customers
- You can update or delete the existing tax rules as per requirement
- In order to manage existing taxes you can use the Edit/Delete Icons available next to the tax rules