Add new taxes and tax groups for US and Canada region

Add new taxes and tax groups for US and Canada region

Taxes    
Enabling Tax helps you to be compliant with local business regulations. Solo makes it easy to stay tax compliant.
 
Adding New Taxes   

To create or add a new tax:

  1. For iOS: Click the Settings icon in the top-left corner of the homescreen and click Payments > Tax > Tax Rates.
  2. For Android: Click the three dots in the top-right corner of the homescreen and click Settings > Tax > Tax Rates.
  3. To add a new tax, click + in the top-right corner, then select Add New Tax or New Tax.
  4. Provide a Tax Name.
  5. Enter the relevant Rate in %.
  6. Specify the name of the Tax Authority.
  7. Click Save.
 
 Adding a New Tax Group   

To create a Tax Group:

  1. For iOS: Click the Settings icon in the top-left corner of the homescreen and click Payments > Tax > Tax Rates.
  2. For Android: Click the three dots in the top-right corner of the homescreen and click Settings > Tax > Tax Rates.
  3. Click the + icon in the top-right corner and select Add New Tax Group or New Tax Group.
  4. Provide a Tax Group Name.
  5. Choose the taxes.
  6. Click Save to add new tax group.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Add new tax exemption and tax authority in US and Canada

                                                                                                                Adding a New Tax Exemption There may be situations where you are exempt from paying taxes because of the item or the customer to whom you are selling the product. For example, the sale of medicines is exempt from sales tax in New Jersey. To create a ...
                                                                                                              • Edit and delete taxes for US and Canada region

                                                                                                                Editing Taxes To edit an existing tax: For iOS: Click the Settings icon in the top-left corner of the homescreen and click Payments > Tax > Tax Rates. For Android: Click the three dots in the top-right corner of the homescreen and click Settings > ...
                                                                                                              • Change the tax rate and disable taxes for customers in the US and Canada

                                                                                                                To change the tax rate applied for customers on iOS: Click Tax, just below the customer name on the invoice creation page. Click Tax in the Tax Information field. Taxes configured in the settings will be listed here. Choose the preferred tax rate or ...
                                                                                                              • Add Contacts

                                                                                                                Centralize and categorize your business contact list using Solo. Link tasks, events, invoices, and expenses to the contacts for improved context and organization. Contacts can be added and categorized as customers, leads, and partners in Solo. ...
                                                                                                              • Change tax rate and disable tax for items when creating invoice

                                                                                                                When the tax section in the Customer Details is Non-Taxable, no tax will be applied on the invoice. The items added will reflect Non-Taxable. When the tax section in the Customer Details is Taxable, the items added will reflect the same tax rate as ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources