Adding Taxes to Invoices | Scribe

    Adding Taxes to Invoices

    • Spice Admin |
    • 9 steps |
    • 39 seconds

    TAXES IN INVOICE

    1
    To enter tax details into the invoice, please click on the "**Tax Information**" tab in the Invoice Window.
    2
    By clicking on **TAX JURISDICTION,** users can access and view all available tax options. - **Ship to Location** - Tax will be automatically added based on provided **Ship To** location. - **Bill to Location** - Tax will be automatically added based on provided **Bill To** location. - **Other Location** - We have provided list of location for User to select from. - **Exempt Taxes** - To exempt tax, user can select this option. - **Alternate Tax Jurisdiction**
    By clicking on **TAX JURISDICTION,** users can access and view all available tax options. - **Ship to Location** - Tax will be automatically added based on provided **Ship To** location. - **Bill to Location** - Tax will be automatically added based on provided **Bill To** location. - **Other Location** - We have provided list of location for User to select from. - **Exempt Taxes** - To exempt tax, user can select this option. - **Alternate Tax Jurisdiction**

    Ship To Location

    3
    When you select **SHIP TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the Order's **Ship to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.

    Bill to Location

    4
    Similar to **SHIP TO LOCATION** if user select **BILL TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the Order's **Bill to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.\ Click on BILL TO LOCATION.
    Similar to **SHIP TO LOCATION** if user select **BILL TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the Order's **Bill to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.\ Click on BILL TO LOCATION.

    Exempt Taxes

    5
    User can select **EXEMPT TAXEX** and add the **Tax Exemption Code** in Tax Jurisdiction if they don't want any tax to be calculated for the Invoice.
    User can select **EXEMPT TAXEX** and add the **Tax Exemption Code** in Tax Jurisdiction if they don't want any tax to be calculated for the Invoice.

    Other Location

    6
    Click **OTHER LOCATION.**
    7
    Click the **Tax Jurisdiction** field.

    Alternate Tax Jurisdiction

    8
    We have provided an "**Alternate Tax Jurisdiction**" option to users where they can select all the predefined provinces or they can select **Others** to enter the tax name and respective details.
    We have provided an "**Alternate Tax Jurisdiction**" option to users where they can select all the predefined provinces or they can select **Others** to enter the tax name and respective details.
    9
    Click on **Tax Name** to select the type of taxes we have predefined into the system and either enter the **Tax Rate** or **Amount** which will be directly added to the Invoice.
    Click on **Tax Name** to select the type of taxes we have predefined into the system and either enter the **Tax Rate** or **Amount** which will be directly added to the Invoice.