Sales for tax

Article07/14/20231 min read

Overview

When sales orders or sales invoices are created, taxes are automatically calculated in the background. When the documents are posted, tax ledger entries are created. To make this possible, it is necessary to classify your customers for tax.

The following table describes the tasks with links to the topics that describe them.

ToSee
Set up customers with tax.To assign taxes to a customer
Set op shipping addresses with tax.To assign taxes to a ship-to address
Use customer templates to create customers with tax.Use customer templates for tax
Sell products with taxesSell products with taxes
Get a quick start by setting up existing customers with tax.Getting started

See also

Setting up sales