Setting Tax Rates

Set, edit and combine tax rates to be used for your services

Written by CustomerBase Dev Team
Updated over a week ago

CustomerBase allows you to set up various tax names and rates.

Taxes can be set on a global level, for all of your future jobs, estimates, and invoices,

or can be set individually per job, estimate, or invoice.

To set up a new tax rate, go to 'Settings' on the left-side menu, and select 'Taxes' under the 'Accounts & Billings' section.

In the 'Tax Rates' tab click on the 'Add' button and select 'Add Tax Rate' on the drop-down menu:

You can now enter a name, rate, and description for a new tax rate in a pop-up window. If you'd like to make the tax rate a default rate for your services, check the box under the description field. Please note that there can only be one default tax rate.

If multiple tax rates are needed for a job, estimate, or invoice, you can combine them into a tax group. To create a tax group click on the 'Add' button and select 'Add Tax Group' on the drop-down menu:

You can enter a name for a new tax group and select the tax rates you want to be included in the group. A tax group makes applying taxes to jobs, estimates, and invoices easier. Since you can only have one default tax rate in your account, you can make the group tax rate your default tax:

The group tax rate is the sum of the individual tax rates you have selected. When you apply a tax group to a job, estimate, or invoice, the rates will appear individually for your clients to see the breakdown.

Within the 'Taxes' page you can also add tax authorities so they can be indicated in the tax rate. To do that, go to the 'Tax Authorities' tab and click on the 'Add Tax Authority' button:

Alternatively, you may add a new tax authority by going to the 'Tax Rates' tab: click on the

the 'Add' button and select 'Add Tax Authority' on the drop-down menu:

In the pop-up window enter the name of the tax authority you'd like to add and press 'Save'. The new tax authority will appear on the 'Tax Authorities' page.

Now, when adding a new tax rate you will be able to select an appropriate tax authority from your list:

See also: Adding Taxes to Jobs [link].

Adding Taxes to Invoices [link].

Adding Taxes to Estimates [link].

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