FAQs in this section
What are taxes?
Why should I use Vtiger's Tax Management?
Is Tax Management available in the Sales Starter edition?
Where do I find Tax Management in Vtiger CRM?
What is a group tax?
How do I set the Tax Mode separately in the records?
How do I set the default Tax Mode?
What is individual tax?
What are tax types in Vtiger CRM?
What is Simple Tax?
What is a Simple Fixed tax?
What is a Simple Variable tax?
What is Compound tax?
What is a Compound Fixed tax?
What is a Compound Variable tax?
Can I change the tax type?
What is Deducted tax?
How do I add a tax?
How many taxes can I apply at a time?
What do I do if I don't want a tax setting?
Why can't I edit the taxes?
Where do taxes appear?
What are the charges of a tax?
Where do charges appear?
What is the direct price in charges?
What is the percentage of charges?
What are the two types of charges in Vtiger CRM?
How can charges be applied to specific regions?
What is a charge value?
Why do I add a charge for a tax?
How do I add a new tax?
How do I add a charge in a charge?
Can a charge have a deducted tax?
Can a charge contain a compound tax?
What is the tax for the charge?
How do I add a tax for a charge?
How many taxes can a charge have?
Are there any restrictions for creating a charge?
What is a tax region?
Where do tax regions appear?
How do I delete a tax region?
Why can't I see the tax region in invoices?
How do I add a tax region?
How is the tax calculated when the tax region is specified in individual tax mode?
How is the tax calculated when the tax region is specified in group tax mode?
How is the tax calculated when the tax region is not specified?
How do I set taxes individually on products and services?
Where is the Shipping and Handling tax merge tag in print templates?
What does setting the Tax Type field to Read or Read/Write mean?
Can I delete a tax value after I added it?
What steps should we take to ensure no tax is applied to the quote?

How do I add taxes for a line item?

When you add a line item (Product to Service), you can specify the taxes that can be implied on that line item (ex: VAT(%), Tax(%), etc.)

Follow these steps to apply tax for a product:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Inventory.
  4. Select Products.
  5. Click +Add Product in the List View.
  6. Provide the following information:
    1. Product Details
    2. Product Pricing (includes taxes applicable on the product)
    3. Stock Information
    4. Product Photograph
    5. Description Details
  7. Click Save.

Follow the same steps to apply tax for services. 
To learn more about Tax Management, click here.

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