In this article, learn how to apply a sales tax to clients at checkout.
APPLIES TO: Admins
Last updated: December 20, 2023
To access your accounting codes, log into your account and hover over the main navigation bar on the left and click on Settings, then click on the Accounting tab.
Create Accounting Code
- Click + Create Accounting Code
- Choose a Code Type
- Note: You will have to create a new code for each code type
- Enter an Accounting Code
- Note: This is for internal use only and will not be visible to clients
- Enter a Description
- Note: This is for internal use only
- Create a Tax Rate
- Enter a Name
- Enter the percentage you want to be applied at checkout
- Select Save
- Click Save Code
Tip: If you are unsure what sales tax requirements exist in your state, you can visit this webpage for a helpful guide.
