Tax Rates Setup

Setting Up Tax Rates by State, County, City, Etc.

Using Tax Rates in CenPoint

Tax rate by state, county, city

Go to File-> List Management-> Taxes

Add new or modify, select an effective date, and add the tax rates.

Delete Taxes

Taxes can be deleted off a task on a job by going into the task and unchecking the 'Taxable' box.

Delete taxes off an invoice by highlighting the invoice-> Select Modify->Click the Button Taxes to Add or Remove Taxes.

Missing Taxes

Check that your customer is not marked as Tax Exempt

Select the customer-> Customer Info Tab-> Misc_> Tax Exempt

The task on the job may or may not be marked as taxable. 

Mark a task always taxable by going to File-> List Management-> Task-> Task Options and Select Task 

Check the taxable box.

Mark a task as taxable only for a specific job. Select the Job, Select the Job Task and mark the Taxable box and fill in the tax rate.

On the job if there is not an address, CenPoint does not know what rate to charge. To fix this either add an address that populates the latitude and longitude ,

or under the Additional information tab on the job manually select the tax rate

Add Tax on the invoice, highlighting the invoice-> Select Modify->Click the Button Taxes to Add or Remove Taxes.

Tax Rates Setup on Portal

Tax rate by state, county, city

More -> List Management -> Tax Rates

Add new or modify, select an effective date, and add the tax rates.

Delete Taxes

Taxes can be deleted off a task on a job by going into the task and unchecking the 'Taxable' box.

Delete taxes off an invoice by highlighting the invoice-> Invoice Info ->Click the Button Taxes to Add or Remove Taxes.

Missing Taxes

Check that your customer is not marked as Tax Exempt

Select the customer-> Customer Info Tab-> Misc_> Tax Exempt

The task on the job may or may not be marked as taxable. 

Mark a task always taxable by going to File-> List Management-> Task-> Task Options and Select Task 

Check the taxable box.

On the job if there is not an address, CenPoint does not know what rate to charge. To fix this either add an address that populates the latitude and longitude ,

or under the Additional information tab on the job manually select the tax rate