Tax on customers

RangerMSP User Question*

Is there a way to enable the tax option on all the customers?

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* Question received by email and shared here for the benefit of our users.

Answer


Sure! First you should set taxes used in your business via Settings menu > Charges> Taxes.


Then you can use Batch Update Tax Settings located under Accounts > Tools menu to set Taxes for ALL listed Accounts as explained here.

You can also define default Taxes for new Accounts from Tools > Options > Accounts > set Default Tax Codes.

You may find the following links useful:
Charges Using Taxes
Taxes FAQ
Batch Update Tax Settings for Items