Tax Setting

Zoho FSM supports taxes for your transactions, with region-specific tax rules. With respect to tax systems, Zoho FSM provides support for the following regions:

You can choose the preferred edition by selecting the appropriate country during the initial set-up.

Taxes

The taxes can be defined during the initial set-up. The taxes defined here can be edited later at Setup > Billing > Tax Setting. The taxes can also be edited at Settings > Taxes > Tax Rates in Zoho Invoice/Zoho Books.

Add Taxes in Zoho FSM

Follow the steps below to add taxes in FSM:

Navigate to Setup > Billing > Tax Setting.
Click New Tax under Taxes tab.
Enter the following details and click Save.

Tax Name
Rate (%)
Tax Authority

You can edit or delete the taxes.

Add Taxes in Zoho Books/Invoice

Follow the steps below to add taxes in Books/Invoice:

Log into your Books/Invoice account.
Click the Gear [ ] icon on the top-right corner, and select Taxes.
Select the Tax Rates menu and click New Tax.
In the New Tax overlay, enter the following details and click Save.

A Tax Name and Rate(%)
A Tax Type

Tax consideration with Invoice/Books Sync Settings

Based on the sync setting, the tax-related properties will be considered from either the Contacts and Companies module. Refer to the table below:

Sync Setting	Tax considered from Module
Type I - Companies	Companies
Type II - Contacts	Contacts
Type III - Companies and Contacts	Companies
Type IV - Companies and Contacts (Companies not mandatory)	Contacts

In the USA edition, if Service Address has a tax associated, then the Service Address Tax will be considered.

Australia Edition

In this edition, the tax-related properties can be added for Services And Products, Contacts, and Companies. These values will be used while creating Estimates and Work Orders.

The tax type available is GST.

Services And Products

While adding a Service or Product, you can choose one of the following values:

Taxable
Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.

Contacts

While adding a Contact, you can choose one of the following values:

Taxable. Contact Tax should be selected if Taxable is chosen.
You can add tax rates at Settings > Taxes > Tax Rates in Zoho Invoice.
Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.

Companies

While adding a Company, you can choose one of the following values:

Taxable. A Company Tax should be selected if Taxable is chosen.
You can add tax rates at Settings > Taxes > Tax Rates in Zoho Invoice.
Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.

Estimates and Work Orders

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Products will be prefilled based on the value of the Taxable field for the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration) and Service/Product. When a Contact or Service/Part is added to Zoho FSM without the tax details, then the tax for the record will be considered as Not Available. Refer table below for details:

IF the Contact tax is	AND the Service/Product tax is	THEN the value of *Tax Name* of Service/Product will be	Remarks
Taxable	Taxable	Contact Tax	Value of Tax Name can be edited
Taxable	Non-Taxable	Exemption Reason of Service/Product	Value of Tax Name can be edited
Non-Taxable	Taxable	Exemption Reason of the Contact	Value of Tax Name cannot be edited
Non-Taxable	Non-Taxable	Exemption Reason of the Contact	Value of Tax Name cannot be edited
Not Available	Taxable	Default tax from Books/Invoice	Value of Tax Name can be edited
Not Available	Non-Taxable	Exemption Reason of Service/Product	Value of Tax Name can be edited
Taxable	Not Available	Contact Tax	Value of Tax Name can be edited
Non-Taxable	Not Available	Contact Tax	Value of Tax Name can be edited

Canada Edition

In this edition, the tax-related properties can be added for Services And Products, Contacts, and Companies. These values will be used while creating Estimates and Work Orders.

The tax type available is Sales Tax.