Tax Profiles

Provides information about working with tax profiles, including default rates and exceptions to those rates (such as non-taxable items).

Details steps and recommendations for setting up the most effective tax profiles for your company.

Details steps for connecting postal codes to a tax profile.

Provides steps to link a tax profile to a company record.

Provides information to clarify the logic for tax rate calculations.

Explains how to update tax profiles when tax rates change.

Presents steps for creating a tax profile.

Explains how to mark a customer company as exempt from tax calculations.