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.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 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. ...
                                                                                                                        • Add Notes

                                                                                                                          Capture your thoughts with notes in Zoho Solo. If required, you can associate each note with a contact or a task to keep track of relevant information. Notes can be added in four ways: Through the Notes module Through the + icon on the homescreen ...
                                                                                                                          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