Home > SI Documentation (v14) > Administrator Guide > Setup > Control Panel > Tax Settings

Tax Settings

 

Setting

 

Here you can set your Tax Settings.

 

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The Tax Settings form allows you to apply tax rates or Tax Groups that you have created. 

 

tax settings.jpg

Details

 

There are two primary settings on this form.

 

Taxes are set at the catalog level for all taxable products and labor

This is the setting that is most commonly used and will apply the same Tax/Tax Group to all Products and the same Tax/Tax Group to all Labor. You set your Tax/Tax Group here and the tax rate will be applied to all Products and Labor Items that are marked as Taxable:

 

checkbox taxable.jpg

 

Taxes are set on each product and labor

 

This setting will allow you set the tax rates specifically for each Product/Labor Item. When this option is selected, there is no "Taxable" check box for Items, instead there are drop down menus for setting a Tax/Tax Group for the Item. For Products you have two fields, for Labor Items you have just the Labor Tax field:

 

individual taxes.jpg

 

There are two default Taxes in SI, Tax and Labor Tax, and each is assigned a 0 value. To add/edit taxes, click the Manage Taxes link on the form:
 

manage taxes link.jpg

 

The Manage Taxes form will open:

 

manage taxes dialog.jpg

 

Here you can Add/Edit/Delete new Taxes and Tax Groups.

Taxes and Tax Groups

 

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When you click New->Tax, the New Tax form will open and you can enter a name for the tax as well as a rate:

 

new tax.jpg

 

When you click New->Tax Group, the New Tax Group form will open and you can enter a name as well as add any of your Taxes to the Group.

 

new tax group dialog.jpg

 

Tax Groups are useful if there are multiple taxes that need to be applied to Products and/or Labor:

 

new tax group.jpg

Additional Tax

 

additional tax setting.jpg

 

This option allows you to enter a set value for any additional tax you want to add to Projects/Service Orders/Service Plans. There is a Report Setting that will allow you to change the name that displays on reports for this "additional tax".

 

Note: This Additional Tax amount will NOT transfer to QuickBooks on an Estimate.

Use Tax

 

Use Tax is tax that is applied to the cost of the item, not the selling price. There is a Use Tax setting for each Product in your SI Catalog:

 

use tax dropdown.jpg

 

You can create specific purchase taxes or use any existing taxes that you have set up. When you set a purchase tax for a Product you will be prompted whether or not to remove the "Taxable" option for the Product:

 

use tax prompt.jpg

 

This prompt can be turned off/on via your Application Settings.

 

There is a setting to choose whether or not you want purchase tax to be included in your margin/markup calculations for products:

 

use tax option.jpg

Avalara Tax Integration

 

All users of SI will have the option of doing a tax lookup through Avalara for Projects:

 

npw taxes.jpg

 

Click here for details.

 

You can also enter your Avalara account information for expanded tax functionality. Click here for details.

Report Settings

 

If you wish to not summarize your taxes on reports, i.e. display each tax within a Tax Group or if you wish to to change the wording from "Sales Tax" on our reports to something else, e.g. "VAT", there are Report Settings for this.

 

report settings.jpg

 

When not summarizing taxes, and when using the "Additional tax" option above, you can choose the display name for the "Additional tax" name (default is "Surtax"):

 

additional tax name.jpg

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