Set Up Sales Tax Records

Setting up the correct sales tax for the appropriate area can be confusing, and at times, a daunting task. For this reason, Service Autopilot has a system to help you through it. 

To create a Sales Tax Reference or Sales Tax Group, follow these steps:

Add Sales Tax

1. Go to Settings > Sales Tax.
2. Click Add Sales Tax.
3. Enter details on the Add Sales Tax overlay. 
   
   
   
   
4. Click Save.

Add Sales Tax Group

A sales tax group can be used to set up a group of taxes that are applied at once to a client’s invoice, streamlining the invoice rather than showing each tax individually. Customers will see only "sales tax” even though that tax may include several different taxes based on city, county, or even state laws. 

To do this, follow these steps:

1. Go to Settings > Sales Tax. 
2. Click Add Sales Tax Group.
3. Enter details on the Add Sales Tax Group overlay. 
   
   
   
   
4. Use the checkboxes to add taxes that are part of the group.
5. Click Save.

If you work across state lines, you may need to set up a new Vendor for Sales Tax. To do this, go to Team > Vendors and click Add a Vendor. This will open a dialog that allows you to add a new state sales tax agency.