Tax Profiles

Articles

Overview of Tax Profiles Updated
Information about working with tax profiles, including default rates and exceptions to those rates (such as non-taxable items).
Linking Tax Profiles to Postal Codes
Steps for connecting postal codes to a tax profile.
Linking Tax Profiles to Company Records Updated
Steps to link a tax profile to a company record.
Understanding Tax Rate Calculations
Information to clarify the logic for tax rate calculations.
Handling Tax Rate Changes
How to update tax profiles when tax rates change.
Flagging Companies as Tax Exempt New
Steps for marking a customer company as exempt from all tax calcuations.