Learn how to:

• Enter federal, state and payroll tax IDs
• Create individual sales tax
• Create tax groups containing more than 1 tax

Enter state, federal, and payroll tax IDs

We recommend completing your company tax settings before you begin using Flare daily. To complete the settings, do the following.

1. Click the Setting gear icon (1 below) in Flare's top right menu and click Sales Tax (2) in the Settings left menu.
   
   
   
   
2. Enable the recoverable tax option (3 below) if you can claim a credit for sales tax paid on purchases. Enter tax IDs: government payroll tax ID, federal tax ID and state tax ID (4 below).
   
   
   
   
3. Click Save (5 above).

Create sales tax

In Flare, you can create individual sales tax used when a single tax is charged on products or services, or tax groups for when two or more taxes are charged on products or services.

Create individual taxes

To create a sales tax, do the following:

1. In Flare's top right menu, click the Settings gear icon (1 below) and then click Sales Tax in the Settings left menu (2).
   
   
   
   
2. Click the Create Tax button (3 below).
   
   
   
   The Enter Tax window opens.
   
   
3. Enter the tax name and an optional description (4 below).
   
   
   
   
4. Enter a tax rate without the % sign (5 above).
   
   
5. Click Save (6 above).

Create tax groups

Tax groups are used when two or more taxes are charged.

To create a tax group, do the following:

1. In Flare's top right menu, click the Settings gear icon (1 below), then click Sales Tax in the Settings left menu (2).
   
   
   
   
2. Click the Create Tax button dropdown arrow (3 below) and click Create Tax Group (4).
   
   

The Enter Tax Group window will open.

1. Enter a name for your tax group and an optional description (5 below).
   
   
   
   
2. Select individual taxes that will be part of the tax group (6 above).
   
   
3. To add another tax to the tax group, click the Add item link (7 below).
   
   
   
   
4. Click Save (8 above).
   
   Taxes you've created will now appear in the Taxes table:
   
   
   
   
   You'll now be able to select these taxes when you create invoices or bills:
   
   

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