Difference between revisions of "Taxes"
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+ | ==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 | Settings]] page. Otherwise, taxes are governed by your QuickBooks company settings. | ||
[[File:HFOTaxbutton.PNG|thumb|left|480px|Taxes button on the Settings page]] | [[File:HFOTaxbutton.PNG|thumb|left|480px|Taxes button on the Settings page]] | ||
− | [[File:Hfo-settings-taxes.png|thumb | + | [[File:Hfo-settings-taxes.png|left| thumb|800px|Taxes Page in the Web App]] |
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To '''add a new tax''', click [[File:Hfo-plus-button.png]]. | To '''add a new tax''', click [[File:Hfo-plus-button.png]]. | ||
To '''change an existing tax''', click ''Edit'' in the corresponding row of the list. | To '''change an existing tax''', click ''Edit'' in the corresponding row of the list. | ||
− | ''' | + | To '''change the global default tax settings''', click [[File:Taxsettingsbutton.PNG]]. Here you can set the default tax for customers, default sales tax for products, default purchase tax for products, and default tax rate selection among your existing taxes. |
To '''make a tax inactive''', click [[File:Hfo-dropdown.png]] in the ''Action'' column, then click ''Make Inactive'' and click ''OK'' to confirm. | To '''make a tax inactive''', click [[File:Hfo-dropdown.png]] in the ''Action'' column, then click ''Make Inactive'' and click ''OK'' to confirm. | ||
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You can '''search taxes''' by their name using the search field on top. | You can '''search taxes''' by their name using the search field on top. | ||
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+ | {{Gototop}} | ||
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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 HandFox or in QuickBooks), then you are able to: | ||
+ | *Manually select tax code in Sales Transactions. | ||
+ | *Set the default tax for a customer or define their tax exemption reason. | ||
+ | *Manually define if the item in a sales transaction is taxable or not by checking/unchecking the ''Tax'' box. | ||
+ | *Set if the item is taxable or not by default when added to a sales transaction. | ||
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+ | {{Gototop}} | ||
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+ | ===Non-US Companies=== | ||
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+ | {{Gototop}} | ||
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Revision as of 01:03, 17 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.
To change an existing tax, click Edit in the corresponding row of the list.
To change the global default tax settings, click . Here you can set the default tax for customers, default sales tax for products, default purchase tax for products, and default tax rate selection among your existing taxes.
To make a tax inactive, click in the Action column, then click Make Inactive and click OK to confirm.
To list inactive taxes, click and mark the Include Inactive checkbox.
You can search taxes by their name using the search field on top.
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 HandFox or in QuickBooks), then you are able to:
- Manually select tax code in Sales Transactions.
- Set the default tax for a customer or define their tax exemption reason.
- Manually define if the item in a sales transaction is taxable or not by checking/unchecking the Tax box.
- Set if the item is taxable or not by default when added to a sales transaction.
Non-US Companies