How to access Org account taxes for sales transaction modules?

Note: For instance, we have considered the Invoices module, you can go to any sales transaction module.

Follow these steps to access Org account taxes:

• Step 1: Setting up a Sales account
• Step 2: Linking a Sales account to an Organization
• Step 3: Automated tax updation with Org account taxes

Step 1: Setting up a Sales account



Follow these steps to add a Sales account:
Note: For instance we have considered the Sales account Trade with tax types CGST and GST.

1. Log into your CRM account.
2. Click the User Menu.
3. Click Settings.
4. Look for Inventory.
5. Click Chart of Accounts.
6. You will be directed to the Chart Of Accounts page.
7. Click + Add Account button.
8. You will be directed to the Add New Account window.
9. Add or select the below information:

1. Account Name - Trade
2. Account Code - 101
3. Account Type - Sales
4. Select Tax - CGST, GST

10. Click Save.

You have now successfully added Trade with tax types CGST and GST.
Step 2: Linking a Sales account to an Organization



Follow these steps to link a Sales account to an Organization:
Note: For instance we are linking the Sales account Trade for the Organization Delta.

1. Login to your CRM account.
2. Click the User Menu.
3. Look for Lead & Contact Management.
4. Select Organizations. 
5. Select Delta.
6. Under Organization Details in the Sales Account field, select Trade.

You have now successfully linked Trade as Delta’s Sales account.
Step 3: Automated tax updation with Org account taxes



Follow these steps for automated tax updation with Org account taxes:

1. Login to your CRM account.
2. Click the User Menu.
3. Click Inventory.
4. Look for Order Fulfillment.
5. Select Invoices. 
6. Select Lead.
7. Under Invoice Details in the Organization Name field, select Delta.

 

8. Under Item Details:

1. Select an Item.
2. Select the Tax Mode Org account taxes.
3. Under Tax, CGST and GST taxes derived from Delta's Sales account Trade are auto filled.

With CoA, Org account taxes has now successfully auto filled Delta’s Sales account Trade’s taxes for Lead.