Billings Pro Help
Index

# Customizing taxes

Billings Pro is designed to meet the tax requirements of almost any country or other tax jurisdiction, and comes with basic tax set ups for more than 120 regions. However, you may find that you need to customize the tax set up, for instance if your municipality has its own tax rate, or if you need to change the rate of a tax.

You can add, edit, or delete individual taxes, groups of taxes (consolidated taxes), or entirely replace your tax set up with a saved one.

Individual taxes can be customized by choosing Billings Pro > Preferences, clicking Taxes, and then selecting the Taxes tab.

## To add a new tax

1. Click the + button below the tax list.

   A new tax sheet opens.

2. Enter the tax name, rate, and if desired, your registration number for the tax.
3. Click OK.

## To edit an existing tax

1. Select a tax.
2. Click the edit (pencil) button below the tax list.

   A tax editing sheet opens.

3. Change the desired information.
4. Click OK.

## To delete a tax

1. Select a tax.
2. Press the delete key or click the - button below the tax list.

Consolidated taxes are groups of individual taxes. If you have to apply two separate sales taxes at the same time, you must group them into a consolidated tax. Consolidated taxes can be customized by choosing Billings Pro > Preferences, clicking Taxes, then clicking the Consolidated Taxes tab.

## To add a new consolidated tax group

1. Click the + button below the consolidated tax list.
2. Type a name for the consolidated tax group.
3. Click the + button in the Applicable Taxes pane.
4. Select the tax you want to include and click OK.

   Drag one individual tax at a time to change the order in which they will be applied.

## To edit a consolidated tax group

1. Select a consolidated tax.

   If you want to rename the consolidated tax, double-click its name.

2. In the taxes list, you can add, delete, or reorder the individual taxes in the group.

   To add a tax to the group, click the + button below the applicable taxes list.

   To delete a tax from the group, select an individual tax, then press the delete key or the click the - button below the applicable taxes list.

   To reorder the taxes, click and drag one individual tax at a time to its new position.

## To delete a consolidated tax group

1. Select a consolidated tax.
2. Press the delete key or click the - button below the consolidated tax list.

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.

Below the applicable taxes list, a line of text shows how taxes will be applied when the consolidated tax is chosen for a slip.

## See also

About taxes

Opening a tax set up