Taxes can be tricky. PST, GST, HST, VAT... it can be tough to keep track of them all. Thankfully, we’ve introduced the ability to add in, customize, and manage all your taxes within Procurify.
Creating bills has never been more accurate or simple.
Here's how to apply the taxes to bills:
1. After adding items to the bill, choose the applicable tax code from the custom tax dropdown for your line items. If all line items have the same taxes, you can fill them all in by selecting the tax from the top dropdown menu. Otherwise, select each line's tax individually.
Notice that when you select the tax code, it will update the line cost.
2. Click into the "incl." checkbox if the tax has already been included in the line cost. Otherwise, leave it blank.
At the bottom, you will find the breakdown of the tax. This shows you which tax codes you've used in the bill.
3. Continue as you should when creating the bill and Submit.
And you're done! You've successfully applied the taxes to your bill.
Still need help?
If you still have questions, email firstname.lastname@example.org.