South Africa Tax Edition is now Available!
Managing taxes just got easier for field service businesses in South Africa! With Zoho FSM's new South Africa tax edition, field service businesses operating in South Africa can now effortlessly stay compliant with local tax regulations.
Easily manage VAT across Services, Parts, Contacts, and Companies. The applicable tax values are seamlessly applied in your Estimates, Work Orders, and Service Appointments.
How to use the South Africa Tax Edition?
While onboarding, choose South Africa as the country you are based in.
Key Highlights of this Edition
- Fully supports Value-Added Tax (VAT) as per South African regulations.
- Assign Tax Rules to Services and Parts
While adding services or parts, you can select a Tax Rule pulled directly from Zoho Books/Invoice settings under VAT Rules. Supported options include:
- Standard Rate - Sales (15%)
- Zero Rate - Sales (0%)
- Exempt - Sales - Set VAT Treatments for Contacts and Companies
Each contact or company must have a VAT Treatment assigned:
- VAT Registered
- Non-VAT Registered
- Overseas - Automated VAT Application in Transactions
In modules like Estimates, Work Orders, and Service Appointments, VAT is auto-applied to each service or part line item based on:
- The VAT Treatment of the customer
- The Tax Rule of the Service/Part
Tax names are filled in automatically—but you can edit them if needed.
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