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Migration step 5: create sales tax

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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).

    settings-sales-tax.jpg

  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 on products or services – either taxes you charge your customers for products and services, or, taxes that you are charged by your vendors.

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).

    settings-sales-tax.jpg

  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 be able to select the individual or group taxes you've created when you create invoices or bills:

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