How to Create and Manage Tax Rules
What are Tax Rules?
Tax Rules connect taxes to tax groups. They are scenarios when a tax is applied to a specific product or service.
Read more about Tax Rules in the admin guide here and follow along below for a step-by-step guide.
Always set up your taxes first, and THEN, tax groups, and THEN, tax rules.
Taxes -> Tax Groups -> Tax Rules
1. To create a new tax rule, you must first find the Tax Group. Go to App Launcher, and type in Tax Group, and open the one you want to create a tax rule for.
2. Click on Related
3. Click on New Tax Rule
4. Search for your tax
5. Click on the tax
6. Click on *Revenue Category
7. Search for your revenue category
If a tax applies to multiple revenue categories, please add a tax rule for each revenue category.
8. Type "1" in order.
If there is a single tax applied to a revenue category, the order will always be 1. If you have multiple taxes, add them in the order they are applied and appear on documents.
9. Click on Save & New
10. Click on *Tax
11. Find another tax
12. Click on *Revenue Category
13. Click on Food
14. Type "2" to show this tax is applied second.
15. Click on Save
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