{"id":251,"date":"2017-08-24T16:29:55","date_gmt":"2017-08-24T16:29:55","guid":{"rendered":"http:\/\/kb.powercode.io\/?post_type=ht_kb&#038;p=251"},"modified":"2018-09-12T21:27:01","modified_gmt":"2018-09-12T21:27:01","slug":"taxes","status":"publish","type":"ht_kb","link":"https:\/\/kb.powercode.com\/?ht_kb=taxes","title":{"rendered":"Taxes"},"content":{"rendered":"<p>Navigate to this page under\u00a0<b>Items -&gt; Taxes<\/b>.<\/p>\n<p><iframe loading=\"lazy\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/iqSA11Y7Ois?feature=oembed\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen><\/iframe><\/p>\n<p>Powercode has a powerful and flexible tax implementation. To apply taxes to services, you must create a matrix of two variables in Powercode &#8211; tax\u00a0<b>types<\/b> and tax\u00a0<b>zones<\/b>.<\/p>\n<p>A tax zone is a location which imposes tax types on services. An example of a zone would be the state of Wisconsin or the province of Alberta. You may also have smaller zones &#8211; in Wisconsin, there may be different sales tax in Milwaukee vs Madison. The naming of these zones is arbitrary and is up to you &#8211; you can have as many zones as you want. You probably will want to, at a minimum, create a\u00a0<b>Tax Exempt<\/b> zone which will have a 0% tax in all of its tax types so you can setup tax exempt customers in your Powercode installation.<\/p>\n<p>A tax type is a type of tax. For example, sales tax or USF.<\/p>\n<p>You add both tax types and tax zones at the bottom of the screen. After adding all your types and zones you are left with a matrix as follows:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-610 size-full\" src=\"http:\/\/kb.powercode.com\/wp-content\/uploads\/2017\/08\/TaxGrid.png\" alt=\"\" width=\"682\" height=\"665\" srcset=\"https:\/\/kb.powercode.com\/wp-content\/uploads\/2017\/08\/TaxGrid.png 682w, https:\/\/kb.powercode.com\/wp-content\/uploads\/2017\/08\/TaxGrid-300x293.png 300w, https:\/\/kb.powercode.com\/wp-content\/uploads\/2017\/08\/TaxGrid-50x50.png 50w, https:\/\/kb.powercode.com\/wp-content\/uploads\/2017\/08\/TaxGrid-60x60.png 60w, https:\/\/kb.powercode.com\/wp-content\/uploads\/2017\/08\/TaxGrid-100x98.png 100w\" sizes=\"(max-width: 682px) 100vw, 682px\" \/><\/p>\n<p>Now you simply enter the percentage of tax to enter in a specific zone by type in the appropriate box. In our example, to charge 10% sales tax in Alberta, we would enter &#8217;10&#8217; in the\u00a0<b>Sales<\/b> column where it intersects with the row labeled <b>Alberta<\/b>.<\/p>\n<h3>Applying Taxes<\/h3>\n<p><iframe loading=\"lazy\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/t0nGQSJd2is?feature=oembed\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen><\/iframe><\/p>\n<p>When you create or edit a customer, you will have a chance to select which tax zone they reside in. When you create or edit a service, you can select which types are associated with the service. Now when a customer is billed, powercode will calculate the tax per service by matching their tax zone to the appropriate tax types.<\/p>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Navigate to this page under\u00a0Items -&gt; Taxes. Powercode has a powerful and flexible tax implementation. To apply taxes to services, you must create a matrix of two variables in Powercode &#8211; tax\u00a0types and tax\u00a0zones. A tax zone is a location which imposes tax types on services. An example of a&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[71],"ht-kb-tag":[],"_links":{"self":[{"href":"https:\/\/kb.powercode.com\/index.php?rest_route=\/wp\/v2\/ht-kb\/251"}],"collection":[{"href":"https:\/\/kb.powercode.com\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/kb.powercode.com\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/kb.powercode.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.powercode.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=251"}],"version-history":[{"count":6,"href":"https:\/\/kb.powercode.com\/index.php?rest_route=\/wp\/v2\/ht-kb\/251\/revisions"}],"predecessor-version":[{"id":1141,"href":"https:\/\/kb.powercode.com\/index.php?rest_route=\/wp\/v2\/ht-kb\/251\/revisions\/1141"}],"wp:attachment":[{"href":"https:\/\/kb.powercode.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=251"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/kb.powercode.com\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=251"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/kb.powercode.com\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}