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How do I add a tax?

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Follow these steps to add a new tax:

  1. Log in to your CRM account.
  2. Click the User Menu icon on the top right corner of the page.
  3. Click the Settings button.
  4. Go to the Inventory section.
  5. Click Tax Management.
  6. Click the Taxes tab.
  7. Choose the Tax Mode - Group or Individual. 
  8. Click the +Add New Tax button.
  9. Enter the following information:
    1. Tax Name - Provide a name for the tax.
    2. Status - Enable the checkbox to activate the tax. If tax is not marked as active, you cannot use it while creating a quote, invoice, sales order, or purchase order.
    3. Tax Calculation - Choose between Simple, Compound, or Deducted. 
    4. Tax Type - Choose between Fixed or Variable. 
    5. Tax Value - Enter the tax value in percentage.
  10. Click Save.

To learn more about Tax Management, click here.

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