Taxes in the U.S. are associated with your customer record. The customer receives the tax rate, but the charge items are simply marked taxable or not taxable.
Taxes while integrating with Quickbooks or Xero
If you are synchronizing with either of the accounting integrations then you will initially set-up your taxes within those accounting applications and synchronize taxes into Kickserv. The tax rates must originate from your accounting application to successfully sync back and forth within invoices.
Once you have your sales tax(es) set-up in your accounting software they will sync over to Kickserv on the initial sync. You can add new tax rates and sync them to Kickserv later as an option too.
Once your initial sync has successfully completed you can then create Kickserv customer records and add the appropriate tax rate for them.
Pro Tip: Ensure that your customer record has a chosen tax rate prior to creating the first opportunity or job.
Your Kickserv Items
While integrated with Quickbooks or Xero your items also must originate from your accounting application to properly sync two ways. While you are setting up your Quickbooks or Xero you should add some general basic items or all your services and products you intend to sell (i.e. service, materials, parts, labor, etc…)
If you have correctly synchronized your items you will see the particular accounting symbol next to your items.(here we show Quickbooks)
Adding charges and calculating taxes
Once both your accounting software and Kickserv are set-up correctly you will want to add your charges to your opportunities and jobs. As you add line charges Kickserv will automatically calculate the tax based on the rate installed on your customer record.
Pro Tip: Each time you edit the line charge or add a new line charge the entire tax amount is forced to recalculate.
Taxes without any accounting integration
If you are not synchronizing your Kickserv with Quickbooks or Xero then you will see an editable tax page in your Kickserv account (the settings > taxes).
Here you will type in all the separate tax rates that are applicable for your service area.
You are now going to apply these tax rates to your new customers.
As you are creating a new customer record it will be one of the options and drop-downs to choose.
Pro Tip: You never want to edit the tax rate after it has been established and assigned to your customers. You want to always create a new tax rate whenever you need to add a new rate, adjust the rate, or even rename the rate.