General Settings - Taxes

Taxes 🧾

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Why This Matters to Your Business 🧮

Setting up taxes in Movegistics 5.0 ensures that your business stays compliant with local tax regulations and charges the appropriate tax amounts on quotes and invoices. This feature helps eliminate manual tax calculations, reduces errors, and supports seamless billing operations.

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Adding and Managing Taxes ⚙️

Follow the steps below to set up or adjust tax types:

Step-by-Step Guide

1. Navigate to Settings > General > Taxes.

2. Click the blue + button at the top left to add a new tax.

3. In the "Tax Type" window, fill out the following fields:

   • Tax Name: Enter a recognizable name for the tax (e.g., "GST", "Sales Tax").

   • Amount (%): Specify the tax rate as a percentage.

   • Description (optional but helpful): Include additional details to clarify the use or region for the tax.

4. Click Save to finalize and activate the new tax.

The new tax will now be available for use in line items and invoices based on the service area.

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Editing or Deactivating Taxes

• To modify an existing tax, select the checkbox next to it and choose Edit.

• To deactivate a tax, toggle the Active switch.

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Best Practices 🌟

• Review all tax entries regularly to stay aligned with regulatory changes.

• Use clear names and descriptions to minimize confusion when multiple taxes apply.

Tax setup in Movegistics 5.0 helps automate compliance and ensures consistency across your quotes and billing.

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Need additional help? Reach out to our support team at [e-mail]