eApps eQuotes

How to add or edit a tax

To edit a tax you need to have an “admin” role.

In the “Settings” module, click on the “Taxes” tile (highlighted in the image below)

Inside the Tax option you will see the “Create” button on the top right corner. Click on it to start a new tax.

After that, all you need to do is fill the required fields and click on the “Save” button.

If you synced your GEoQuotes with Quickbooks, the system will only accept Quickbooks’ tax information, so make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

Leave a Reply

Your email address will not be published. Required fields are marked *