Setup Sales Tax Schemes

eGrow Connect allows you to create and manage multiple tach schemes. Each scheme can be created to reflect one specific tax or represent two taxes combined (GST + PST in Canada for example). Once created, these tax schemes can then be added to customer accounts and individual sales orders.

1. Navigate to System Setup, then click on Sales Tax.
2. In the right pane, select Add Tax.
3. Enter the Tax Code label, Tax1 Name, Tax1 Rate and where needed the Tax2 Name and Rate (otherwise leave as "Tax 2" and "0" respectively).
4. In the last four fields of the popup window, you can toggle through the menu options to select your tax settings. You have the option to tax on shipping, compound both of your tax rates, tax after or before discounts, and activate or deactivate the tax scheme altogether.
5. Click Submit to add the tax.
6. Repeat until all of your taxes are added.

When rates change, tax codes can be edited by simply clicking in the desired field and entering a new value and press the Enter or Tab key to commit the change. If you wish to update all open orders and quotes to reflect the new tax code rate then the Refresh Orders link in the right most column can be clicked.