Difference between revisions of "Taxes"

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Revision as of 00:23, 18 March 2022

Tax Settings

If you run HandiFox as a standalone system, you can review, add and change taxes you use in transactions by clicking Taxes on the Settings page. Otherwise, taxes are governed by your QuickBooks company settings.

Taxes button on the Settings page
Taxes Page in the Web App






















To add a new tax, click Hfo-plus-button.png.

To change an existing tax, click Edit in the corresponding row of the list.

To change the global default tax settings, click Taxsettingsbutton.PNG Here you can:

  • For US companies: set if items and/or customers are taxable by default and choose the default tax for customers.
  • For Non-US companies: select the default tax for customers, the default sales tax for products, and the default purchase tax for products among your existing taxes, and choose the default tax rate selection.

To make a tax inactive, click Hfo-dropdown.png in the Action column, then click Make Inactive and click OK to confirm.

To list inactive taxes, click Hfo-gear-button.png and mark the Include Inactive checkbox.

You can search taxes by their name using the search field on top.

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Working with Taxes

US Companies

For standalone companies, please refer to the section above for tax settings. If your company is connected to QuickBooks Online, then taxes are set in QuickBooks and synchronized with HandiFox.

If taxes are enabled (in HandiFox or in QuickBooks), then you are able to:

  • Manually select the tax code in Sales Transactions.
  • Set the default tax for a customer or define their tax exemption reason (the latter is available if your company is connected to QuickBooks Online).
  • Manually define if the item in a sales transaction is taxable or not by checking/unchecking the Tax box.
  • Define in the item's settings if it is taxable or not by default when added to a sales transaction.


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Non-US Companies

For standalone companies, please refer to the section above for tax settings. If your company is connected to QuickBooks Online, then taxes are set in QuickBooks and synchronized with HandiFox.

For standalone Non-US companies, you can select the default tax for customers, the default sales tax for products, and the default purchase tax for products among your existing taxes, and choose the default tax rate selection in the tax settings. You can also set both sales and purchase tax in the settings of each item separately. You can also select a tax code for each customer separately.

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