Taxes created in Accounting appear on products

What moves

The company's tax list (names and rates) is copied into the catalogue whenever Accounting creates or changes a tax, and a single standard sales tax is given to taxable products that name none.

Before you start

• Products & Online Store and Accounting in your plan
• At least one sales tax set up in Accounting

Step by step

1. AccountantAccounting & E-Invoicing

   Creates or changes a sales tax.

   You see:The tax is saved in Accounting.

2. SystemProducts & Online Store

   Refreshes the catalogue's own copy of the tax list.

   You see:Products show the tax's name and rate.

3. SystemProducts & Online Store

   If exactly one standard sales tax exists, gives it to every taxable product that names none and tells the other modules.

   You see:Taxable products without a tax are filled in; the hub's Without a tax tile drops.

4. Catalogue managerProducts & Online Store

   Reviews anything still without a tax from the hub tile.

   You see:Every taxable product has a tax before it is quoted or sold.

Related

• Accounting & E-Invoicing
• Products & Online Store
• The asset register and the ledger share one asset
• The Copilot works the finance module for you
• The deal follows its invoice and its commission
• A credit hold stops a sale before it ships
• A customer pays an invoice from the portal
• Connections between modules