How Does Tax Work in Arborgold?

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

Select the Gear Icon -> All Lists-> Sales Tax

Select + Add New from the top left

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 Integration, so if you export to Quickbooks you will need to ensure these are spelled the EXACT same in both Arborgold and Quickbooks

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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 Settings

Select Customer Defaults on the Right Panel

Select correct Default Tax Level dropdown (This will make any new customer have this default tax level selected)

Click Save in Orange at Top right Corner

Set Services as Taxable

Gear Icon in the top right -> Items -> Services:

 

Double Click Service to update

Select check box for Taxable setting

Save at Top Right Corner