Caution:
Taxes on miscellaneous charges, Credit Note Adjustments, and Service Contracts will not be automatically adjusted.
ServiceCEO's multi-tiered tax rate functionality enables you to charge and track taxes on the services and products you provide. You can define up to three different tax types, with unlimited tax codes for each tax type.
You do not need to enable all three tax types. For example, a company that only needs to charge a state tax (no city, county, or other extra taxes) would only need to enable a tax type named State.
Once a tax type is defined, you can create a list of different tax codes within that tax type. To continue our example, the company charging state taxes would define tax codes for each state within which the company conducts business.
Adding Tax Codes
Editing Tax Codes
Deleting Tax Codes
Select Tools > Lists > Tax Codes. The Tax Codes dialog box appears.
The Active check box will be selected by default. Deselect it if you do not want this tax type to appear in drop-down lists in ServiceCEO.
Click the name field of the tax type you want to add.
Type the name of the tax into the Name field.
Click in the Tax Code List field.
Click . The Tax Code List dialog box appears. In this dialog box, you define the tax codes for the tax type. For example, if you do business in three states, you would create three tax codes - one for each state.
Click Add. A new row appears.
Type a name for the new tax code.
If you are using an accounting package, select the accounting vendor for this tax code from the Accounting Vendor drop-down list.
Type the tax rate into the Tax Rate field.
Deselect the Active check box if you do not want this tax code to appear on drop-down lists throughout ServiceCEO.
Repeat steps 7-11 to add more tax codes for the current tax type.
Click Close.
Repeat steps 2-13 to add additional tax types and codes.
Click OK.
Select Tools > Lists > Tax Codes. The Tax Codes dialog box appears.
Click in the Tax Code List field of the tax type that includes the tax code you want to edit.
Click . The Tax Code List dialog box appears.
Make any appropriate edits.
Click OK.
Repeat steps 2-5 to edit additional tax codes.
Click OK. The Tax Updates dialog box appears.
This dialog box displays all of the taxes you've changed. The tax changes will update all active jobs with unlocked invoices, as described in the dialog box.
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Click Update.
You cannot delete tax codes that have been used in the past. Attempting to delete a tax code will mark it as Inactive, meaning that you will not be able to select this tax code in the future. Any existing customers that are currently using the existing tax code will continue to do so until the tax code is manually removed from the appropriate Customer Address.
Select Tools > Lists > Tax Codes. The Tax Codes dialog box appears.
Click in the Tax Code List field of the tax type that includes the tax code you want to delete.
Click . The Tax Code List dialog box appears.
Select the name of the tax code you want to delete.
Click Delete. A confirmation dialog box appears.
Click Yes. The tax code is deleted.
Repeat steps 4-6 to delete additional tax codes.
Click Close.
Click OK.
Back to Implementation Checklist Overview
See Also: Integrating Tax Codes with Accounting