How to access Contact account taxes for purchase transaction modules?

Follow these steps to access Contact account taxes:

• Step 1: Setting up a Purchase account
• Step 2: Linking a Purchase account to a Contact
• Step 3: Automated tax updation with Contact account taxes

Step 1: Setting up a Purchase account and its taxes
Follow these steps to add a Purchase 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 

10. Click Save.

You have now successfully added a Purchase account.
Step 2: Linking a Purchase account to a Contact
Follow these steps to link a Purchase 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 Purchase Account field, select a Purchase account.

You have now successfully linked a Purchase 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.
2. Click the User Menu.
3. Click Inventory.
4. Look for Order Fulfillment.
5. Select Purchase Orders. 
6. Select a Purchase Order.
7. Under Purchase Order Details in the Vendor Name field, select a Contact.
8. Under Item Details:

1. Select an Item.
2. Select the Tax Mode Contact account taxes.
3. Under Tax, taxes for a Contact’s Purchase account are autofilled.

With the CoA, Contact account taxes has now successfully autofilled a Contact’s Purchase account taxes for a Purchase Order.