Adding Sales Tax
To begin, click "Add Sales Tax" in the upper left corner of the page.
Complete Fields
Complete sales tax fields.
Tax Code
This code can be an abbreviation or a code given to you by your tax agency.
*Note: create a tax code called “No Tax” or “None” if sales tax is not applicable.
Description
Enter a description of the tax. This may be the same as the tax code. You can decide if you want to show this description on invoices in (hyperlink).
Recurring/Non Recurring
Select the checkbox for “Recurring” if there are recurring items that are taxable, for example, monitoring. Likewise, select the checkbox for “Non Recurring” for non-recurring taxable items, for example, parts and labor. You may check both boxes if applicable.
Base/Breakout
A tax can be set as a base tax if it will apply to all customers, for example, a state tax. Other taxes, such as city or county taxes, can then be linked to a base tax if they are needed in addition to the base tax. If Breakout is selected for a tax, the tax breakdown will be shown on the invoice for the customer to see.
GL Account
Select the general ledger account you would like to link to this tax code to using the drop-down box (GL hyperlink)
Save
Click the checkmark icon to the right of the sales tax to save.
Adding a Tax Rate to a Sales Tax
Graph Icon
Click the graph icon to the right of the sales tax to add a rate.
Add Sales Tax Rate
Click “Add Sales Tax Rate” in the upper left-hand corner of the page.
Complete Fields
Complete the tax rate fields.
Tax rate
Enter the tax rate (a percentage).
Start Date
Enter the date this tax rate begins. AlarmBiller will default to the current date if you do not manually input a start date.
End Date
Enter an end date for the tax rate if applicable. If you do not enter an “End Date”, AlarmBiller will automatically enter 12/31/9999 as the end date.
Update
Click "Update" on the right side of the screen to save. This tax rate will remain until you change it.
Edit
If you get a notice that in the future a tax rate will need to be changed, you can edit the current tax rate. To begin, click the “Edit” button to the right of the tax rate you wish to change.
End Date
Select the date this tax rate will end. Then press “Update” on the right side of the page:
Add New Sales Tax Rate
Input the new sales tax rate by using the steps above.