Adding, Editing, and Removing Tax Rates
Create and manage tax rates for your service items and invoices. You can set up multiple tax rates, each with a visible description for your customers. These tax rates can be easily edited or deleted as needed.
After creating your tax rates, you can apply them directly to job invoices to ensure accurate and transparent billing.
How to Add, Edit, or Remove a Tax Rate
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Price Book from the Settings menu on the left.
Click the Tax Rates tab on the Price Book settings page.
If you're on the previous version of settings:
Click the Price Book tab at the top of your navigation bar.
From the left-hand menu, select Tax Rates.
To add a Tax Rate in your Tax Rates Settings:
Click the Edit button.
To add a new tax rate, click the + Tax rate button.
Enter the new Tax rate description and Rate, then click the blue Save button to save your new Tax rate.
To edit an existing Tax Rate in your Tax Rate Settings:
Click the Edit button.
Edit the Tax Rate Description and/or Rate field, and then click Save when you're done.
To delete a Tax Rate in your Tax Rate settings:
Click the Edit button.
Click the x icon on the right-hand side, and your rate will immediately be deleted.
Select the Save button to save your changes.
Apply Tax Rates to Services
Once you've created your tax rates, you can:
Make a service item always taxable (through price book)
Apply tax on individual invoices
This will default the service item to be taxable whenever added to an invoice
Click into your Price Book
Select either Services or Materials.
Then continue until you are in your desired service or material.
Toggle on Taxable.
Blue = On
Grey = Off
Click the blue save button in the top right
📌 Note: Once added to an invoice, you will need to select the tax rate to apply
The service item will now be pulled with the Tax box checked any time you add it to an invoice.
You can turn this off for individual invoices by unchecking the box
ADD TAX TO INDIVIDUAL SERVICE ITEM ⬆
To add tax on an as-needed basis:
Check the tax box next to the service item once in the invoice.
Select the tax rate you'd like applied from the drop-down underneath the Subtotal line. ⬆ (see photo above) ⬆
Callouts
The system does not allow you to designate a default tax rate; it defaults to the first tax rate in alphabetical order. To work around this, you may prefix a tax rate with 'A-', such as 'A-Florida Tax,' to ensure it appears first.
Please note that only one tax rate can be applied to an invoice at a time.
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