Setting Up Tax Rates by State, County, City, Etc.
Using Tax Rates in CenPoint
Tax Rates
Tax rate by state, county, city
See the following link for more information on how to set up tax rates by State, County, and City: Tax Rates
Go to More -> List Management -> Accounting -> Tax Rates
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Use the 'Add', 'Modify', and 'Delete' buttons to edit your Tax rates based on Region.
Inside each region make sure to select an effective date and to add the tax rates..png)
Inside the Region click 'Add' to create a new tax rate.
Click the ellipsis and 'Modify' to edit an existing tax rate.
Please make sure all the tax rates are filled out so CenPoint can calculate taxes properly.
Enter in an "Effective" date to state when these rates will go into effect.
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Delete Taxes
Taxes can be removed off a job on a Task by Task basis.
Inside the Job find the desired task and click the Ellipsis -> Modify
Inside the task uncheck the 'Taxable' box.
To remove taxes from an invoice:
Find the invoice and click the Ellipsis -> Invoice Info.
Click the Ellipsis to the right of where the taxes are displayed to Add or Remove Taxes.
Missing Taxes
There are several different reasons that taxes may not appear on the job.
1. Customer is marked as Tax Exempt
2. Task assigned to a Job might not be marked as taxable
3. Job may not have an address
4. Tax Region may not have a defined tax rate for the tax rate the Task is assigned to.
If it is not one of the above-mentioned areas, you can still add tax from the Invoice Info window.
Information on how to do all of this is mentioned below.
Customer Marked as Tax Exempt
Check that your customer is not marked as Tax Exempt
Inside your customer go to the Misc. Tab and make sure the "Tax Exempt" checkbox is unmarked.
Task not marked as taxable
Mark a task as always taxable by going to File -> List Management -> Quotes, Jobs, & Invoices -> Task Options -> Tasks
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Open the desired task and check the taxable box.
Job Address
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
Tax Region Defined Rate
Inside More -> List Management -> Accounting -> Tax Rates
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Find your Tax Region and click 'Modify'. Then find the current effective Tax Rate and click the ellipsis and 'Modify'.
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Make sure that the current effective Tax Rate(s) are defined.
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This makes sure that the tax Type that the Task is assigned has a defined Tax Rate to calculate with.
See the following link for more information on how to set a Task's tax rate: Multiple Tax Rates/Types
Add Tax on the Invoice
Go to the Invoice Info screen->Click the Ellipsis next to where the taxes are listed to Add or Remove Taxes. 