In Arborgold both the Customer and the Service must be set to "Taxable" in order for tax to calculate. Here's how to set that up.

IMPORTANT: Both the service and customer must be set to taxable.

Prerequisite: You will need to set up at least one Sales Tax Rate


Create or Edit Sales Tax Rates

Add Tax Level to Customer Profile

Set Company Default Tax Level

Set Services as Taxable

Set up Sales Tax Rates

  • Gear Icon

  • List

    • All Lists

  • Accounting (bottom)

    • Sales Tax

  • Select Add New from the top right

    • Add Tax Name (i.e. city, county, state name)

    • Add percentage (this is entered as a whole number - 7 = .07, 8.7 = .087)

    • Add Vendor (this is used in Quickbooks so if you export to Quickbooks you will need to ensure these match)

Add Tax Level to Customer Profile

  • Add a new customer or select a customer to edit

  • Go to Account Information/AR

    • Select the appropriate tax level from the drop down

Set Default Tax Level

If set each new customer created will have this tax level set but it can be overridden

  • Gear Icon in the top right

    • Company

  • Defaults

  • Under New Customer Defaults

    • Default Tax Level

      • Use Drop down menu to select most frequently used tax setting

  • Save

Set Services as Taxable

  • Gear Icon in the top right

    • Items

  • Services

  • Double Click Service to update

  • Select check box for Taxable setting

    • Check is taxable

    • No check is non-taxable

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