Home > SIX 2013 Documentation > Administrator Guide > Setup > Control Panel > Catalog > Tax Settings

Tax Settings

Setting

 

Here you can set your Tax Settings.

 

tax settings.jpg

 

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

 

tax settings form.jpg

What are the benefits of this setting?

 

Applies taxes to Products/Labor Items.

When to use this setting?

 

When you want to tax Products/Labor Items.

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:

 

taxable check box.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:

 

taxes on individual items products.jpg

 

There are two default Taxes in SIX, 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 form 2.jpg

 

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

Taxes and Tax Groups

 

new tax.jpg

 

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 form.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 form.jpg

 

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

 

tax group example.jpg

Additional Information

 

If you wish to change the wording "Sales Tax" on our reports to something else, e.g. "VAT", there is a Report Setting for this.

 

tax text override settings.jpg

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