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?

Can I delete a tax value after I added it?

How do I add taxes for a line item?

What do I do if I don't want a tax setting?

Why can't I edit the taxes?

Where do taxes appear?

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?

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?

What steps should we take to ensure no tax is applied to the quote?

How do I add a charge in a charge?

What are Tax Modes?

What are the different tax calculation methods available?

Can I convert a Simple Tax into a Compound Tax later?

Can I combine compound taxes with other compound taxes?

Can I restrict team members from modifying tax fields?

What are the charges of a tax?

What are the Charge Formats available?

Do taxes defined in Tax Management apply only to specific products?

No. Taxes defined in Tax Management are global and apply to all transactions, including Quotes, Invoices, Sales Orders, and Purchase Orders.