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Tax Settings - Skimmer Help Center


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Watch the video or scroll down for step-by-step instructions

 

Tiers: All

 

 

 


 

Step-by-step instructions

 

1. Select Settings > Taxes

 

2. To create a tax rate, under Tax Rates, click Add Rate.

 

3. Enter Name > Rate, and click Save.

 

4. To create a tax group, click Add Group.

 

5. Enter Name > click to Select Rate(s), and click Save.

 

6. To add a tax group from a customer’s profile, Select Customerscustomer name > scroll down to Service Location and click Edit > click and select a tax group from the dropdown menu under Sales Tax Group, and click Save.

 

 

 

 

7. To add a tax group in bulk, select Customers > Service Rates > click the checkbox to select all > click Bulk Update > click the checkbox for Tax Group and select from the dropdown menu, and Save.

 

 

 

 

Last updated on November 11, 2024

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