State and Local Taxes Settings

Admins can access state and local tax settings by click on the gear icon in the upper right hand corner. From there, click on On Boarding Setup in the left hand side bar. Tax Set Up should be visible.

1. Click on the plus icon in on the right hand side of the window.
2. Select your state.
3. Put in your state's tax.
4. Select your city.
5. Put in your city's tax.
6. Click Save.

If you have offices in multiple states or cities, rather than clicking save, click Save & Add Next. Repeat steps 2 through 5, and then click Save.

Updated on: 11/04/2019