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    Home  >   FAQs   >  How to access Contact account taxes for sales transaction modules?
    FAQs in this section
    What is the Chart of Accounts? What is the CoA in Vtiger CRM? What are the benefits of CoA? How to Install the CoA extension? What are the types of CRM accounts CoA allows you add? How to add an account to the CoA? What are the fields that have been added to CRM modules with the CoA? What are the modules to which Sales Account and Purchase Account fields are added with the CoA? What are the modules to which Sales Account field is added with the CoA? What are the modules to which Purchase Account field is added with the CoA? What are the Default Tax Modes added in Tax Management with the CoA? What is Org account taxes? What is Contact account taxes? What is Item account taxes? What are the Tax Modes added to sales transaction modules? What are the Tax Modes added to purchase transaction modules? What are CoA Tax Modes for sales transaction modules? What are Org account taxes for sales transaction modules? How to access Org account taxes for sales transaction modules? How to access Item account taxes for sales transaction modules? What are CoA Tax Modes for purchase transaction modules? What are Vendor account taxes for purchase transaction modules? What are Contact account taxes for purchase transaction modules? What are Item account taxes for purchase transaction modules? How to access Vendor account taxes for purchase transaction modules? How to access Contact account taxes for purchase transaction modules? How to access Item account taxes for purchase transaction modules? What are Contact account taxes for sales transaction modules? What are Item account taxes for sales transaction modules? What is CoA? What are Inventory modules? What is an Item? What is a Purchase account? What is a Sales account? What are Tax Modes? What are Tax Types? Who is a Vendor? What are Sales transaction modules? What are Purchase transaction modules?

    How to access Contact account taxes for sales transaction modules?

    Table of Contents
    Note: For instance, we have considered the Invoices module, you can go to any sales transaction module.
    Contact account taxes lets you link a Contact’s Sales account with an Invoice. It auto-updates the taxes chosen for a Contact’s Sales account while preparing an Invoice for an Item. 
    Follow these steps to access Contact account taxes:
    • Step 1: Setting up a Sales account
    • Step 2: Linking a Sales account to a Contact
    • Step 3: Automated tax updation with Contact account taxes

    Step 1: Setting up a Sales account
    Follow these steps to add to a Sales account:
    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 
    2. Account Code 
    3. Account Type
    4. Select Tax 
    1. Click Save.
    You have now successfully added a Sales account.
    Step 2 : Linking Sales account to a Contact
    Follow these steps to link a Sales account to a Contact:
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Click Essentials.
    4. Look for Lead & Contact Management.
    5. Select Contacts. 
    6. Select a Contact.
    7. Under Basic Information in the Sales Account field select a Sales account.
    You have now successfully linked a Sales account to a Contact.
    Step 3: Automated tax updation with Contact account taxes
    Follow these steps for automated tax updation with Contact account taxes:
    1. Login to your CRM account.
    1. Click the User Menu.
    2. Click Inventory.
    3. Look for Order Fulfillment.
    4. Select Invoices. 
    5. Select an Invoice.
    6. Under Invoice Details in the Contact Name field select a Contact.
    7. Under Item Details:
    1. Select an Item.
    2. Select the Tax Mode Contact account taxes.
    3. Under Tax, taxes derived from the Contact’s Sales Account are autofilled.
    With CoA, Contact account taxes has now successfully autofilled a Contact's Sales account taxes for an Invoice.

     
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