Adding Taxes into Officetrax allows you to set specific Taxes to certain Countries/States/Provinces/Counties so that tax can be auto-applied in quotes/invoices/proposals.
Adding New Taxes
How to add a Tax:
- Navigate to Settings.
- Click on Taxes under Financial settings.
- Click the New Tax button and fill out all the required fields.
Editing Taxes
How to edit a Tax:
- Navigate to Settings.
- Click on Taxes under Financial settings.
- Click on the Tax you wish to edit.
- Enter your changes and click Update.
Deleting Taxes
How to delete a Tax:
- Navigate to Settings.
- Click on Taxes under Financial settings.
- Click the button next to the tax you want to delete.
Was this article helpful?
Last Updated January 23rd, 2018 by Becca Ellig
