How Do I Setup Multiple Tax Rules And Have Them Show on Invoice Printout?
Go into App Settings and click on Taxes Tab to see the current tax rules. You can either click Edit to change the rules you have or click Add to create Tax rules if you don't currently have any.
For our dealers in Canada or in states where there is a State Tax(Sales Tax)and a City/County Tax create 2 rules as shown below.(Example below is based on Canada GST an PST Tax Rules)
Rule 1
Set charge type to State. Put in Location Information and check the box to Set as Default System Rule. Put in Rate and set Display label to GST(Sales Tax) and check all boxes the Tax should apply to.
Rule 2
Repeat above steps, but set Tax/Charge Type to City or County and put the Rate and Display Label for this rule as shown below.
Once you have created those Tax Rules, you will need to change the print output to show both tax amounts on your invoice printouts. Go into App Settings and click on the Printing Tab. Select Invoice Default and change format to InvoiceTax as shown below. NOTE: You will need to put the InvoiceTax format in for any other Print Output, such Dealer or Estimate you use
When you create an invoice you will see at the bottom left in the Tax field you will see one amount, but over to the right it will be broken up by each tax rule as show below.
On the invoice you print out it will separate the tax amounts as shown on the print preview screenshot below.
If you need further assistance please call Mobile Electronics Support at 800-728-3334 or email your question to helpdesk@installernet.com
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