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
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 )
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.
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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