Billings Pro Help
Index

# Opening a tax setup

Billings Pro is designed to accommodate the tax settings of most countries, states, and cities. To that end, you can choose from one of its more than 120 built-in setups for regions around the world, or if you or someone else has customized and saved a tax setup, you can open it.

Note that when you open a tax setup, it replaces whatever tax settings and preferences you have. Existing slips, estimates, and invoices keep the original taxes that you assigned to them.

## To open a built-in tax setup

1. Choose Billings Pro > Preferences.
2. Select Taxes.
3. Click Open Tax Setup.

   The tax setup sheet opens.

4. From the Region pop-up menu, choose the region whose tax setup you want to open.
5. Click OK.

   Your tax settings are replaced with those from the chosen region.

## To open a saved tax setup

1. Choose Billings Pro > Preferences.
2. Select Taxes.
3. Click Open Tax Setup.

   The tax setup sheet opens.

4. Click the "Choose Tax Setup File..." button.

   A sheet opens.

5. Navigate to and select the .bitax file (tax setup) that you want to open.
6. Click Open.

   Your tax settings are replaced with those from the saved file.

When you are done working with Taxes Preferences, click the Sync button to update those details on Billings Pro Server immediately. Otherwise, Billings Pro syncs with Billings Pro Server every 5 minutes automatically and will update the information during the next sync.

## See also

Customizing taxes

Saving a tax setup