Configure Tax Rates and Groups

Tax hierarchy

Fieldified can apply tax from:

1. Account default
2. Property-specific setting
3. Quote or invoice selection
4. Tax-exempt line-item setting

Confirm local tax obligations with a qualified tax professional.

Create a tax rate

1. Open Company Settings.
2. Open tax settings.
3. Select Create Tax Rate.
4. Enter the tax name and percentage.
5. Save.
6. Optionally make it the account default.

Also enter the tax registration type and number shown on invoices.

Making a new default affects new properties. Existing properties retain their current linkage or custom rate.

Default and custom property rates

A property can:

• Follow the account default
• Use a custom rate or group
• Use no tax

A property linked to the default follows future default changes. A property with a custom selection stays on that selection until changed manually.

Create a tax group

Use a group when several taxes must be charged together.

1. Select Create Tax Group.
2. Enter a group name.
3. Select the component tax rates.
4. Save.

The combined percentage is the sum of its members. Client documents can show each component separately.

Choose tax on a quote or invoice

Open the quote or invoice editor and select the rate near the totals.

The document selection overrides the inherited property or account value for that document.

Turn off tax for an exempt line item from its line-item editor.

Assign tax to a property

1. Open Clients.
2. Select the client and property.
3. Edit the property.
4. Choose the tax rate, group, default, or exemption.
5. Save.

New quotes and invoices for that property inherit the selection.

Report taxes

Tax reports can separate:

• Taxable sales
• Non-taxable sales
• Tax by rate
• Tax by invoice
• Bad-debt tax adjustments

Reconcile tax reports with invoices and payment reports for the same accounting period.

Accounting integrations

Keep tax names and percentages aligned with the accounting system. When names differ, an integration can match by percentage and select an unintended tax with the same rate.

Review sync warnings before posting financial records.

Related articles

• Configure Company Defaults
• Manage Your Product and Service Catalog