Wednesday 24 October 2012

How Tax works in Dolphin - 1 Setting up Tax types

Our next series of posts will focus on how Tax works in dolphin, where you can set it up , and what to do if your quotes are not calculating the way you expect them to.

We will cover the following in a series of 5 consecutive posts, finishing off by tying together the concepts to explain what to check if there is a specific quote that is not doing what you expect.

  • Setting up and changing the actual tax types 
  • Assigning a default tax to a client or supplier 
  • Assigning a default tax to a Stock Item or Service 
  • How the tax is calculated on a quote letter 
  • What to do if you need to change the tax after a quote has been printed or emailed

Setting Up the Tax Types 

Your Tax types should be set up for you by default in your new Dolphin installation - if you want to check what tax types are available, or add different ones , this can be done as follows : 

Go to the Setup Tab , and Select the Tax Icon : 

A new Small list screen will open : 

(the one pictured below comes from a standard Australian system and shows GST , if you are in South Africa or another region , it will show the relevant local taxes that apply, such as VAT, as shown in the second image ) 

(added 31/12/2014)

Make the changes you want ,  and then exit the screen by clicking on the X 

NOTE that you cannot add or delete taxes, and should you require a more extensive list, or wish to have an incorrect record deleted, you will need to contact your Dolphin Consultant for assistance. 

Assigning a default Tax to a Client and a Supplier will be covered in the next post titled How Tax works in Dolphin - 2 Assigning a Default Tax to Clients and Suppliers

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