Tax Profiles


Overview of Tax Profiles
Information about working with tax profiles, including default rates and exceptions to those rates (such as non-taxable items).
Setting Up Tax Profiles
Steps and recommendations for setting up the most effective tax profiles for your company.
Linking Tax Profiles to Postal Codes
Steps for connecting postal codes to a tax profile.
Linking Tax Profiles to Company Records
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.
Creating a Tax Profile
Steps for creating a tax profile.
Flagging Companies as Tax Exempt
Steps for marking a customer company as exempt from all tax calcuations.