Tax
- Vincent Mutambuki
- Ryan Northfield (Deactivated)
To perform administration actions on Taxes, navigate to Project Settings > Checkout > Taxes.
Only users with the Administrators project role can view and edit the Taxes administration page in Checkout.
Overview
In some cases organizations in certain states or countries need to account for taxes in various forms as well as other fees. Checkout allows you to do this in three different ways.
Create Tax for re-use (Optional)
This is a tax input that is used frequently. In the admin section, you can name and save the tax rate. Once added, you can re-use this tax rate on any request order.
Where this Tax is used.
Agent View
When an agent receives an order, before creating a purchase order for items they want to order from the vendor, an agent can edit the order to optionally enter tax, shipping and handling as well as miscellaneous costs.
The tax values can be entered in three different ways. Whichever way you user, we will calculate the amount and add it to the total.
Select dropdown to reveal pre-save tax from admin section.
Enter percentage of tax required.
Enter an amount.
The amount entered by the agent will be represented in the purchase order as well as the invoice.
Invoice Creation - Portal View
Vendor can enter tax when creation invoice unless tax has already been entered by agent.
Purchase Order
Tax entered will show in the Purchase order.