Configure taxes

You can define user-specific tax rates based on country and region.

Define a new tax rate

Go to Taxes

  1. Enter a descriptive name for the tax rate.

    For example, Cook County Tax. This name is displayed in billing reports and invoices.

  2. Select a country from the dropdown menu.

  3. Enter the applicable tax rate.

    This rate is used to calculate applicable taxes based on customer usage.

  4. (Optional) Enter a region.

    For example, the name of a state or county.

  5. (Optional) Enter a postal code.

  6. Click Save.

Apply the tax rate to a customer

Go to Customers

  1. Select a customer and click Edit.
  2. In Taxes, select a tax rate from the dropdown menu.
  3. To apply multiple tax rates, click Add and select another tax rate.

From here, you can click Manage Taxes.

Go to Taxes where you can define or modify tax rates.

Apply the tax rate to a partner

Go to Partners

  1. Select a partner and click Edit.
  2. In Taxes, select a tax rate from the dropdown menu.
  3. To add multiple tax rates, click Add.
  4. Click Save.

From here, you can click Manage Taxes.

Go to Taxes where you can define or modify tax rates.