Tax and Surcharge : PK4 Tech

How do I set up taxes and surcharges? Print

Created by: Geetha Lakshmi

Modified on: Thu, 8 Dec, 2022 at 7:44 PM

You can set the default Tax and Surcharges from the "TimeTracker Flags".

To set the default Tax or Surcharge

Click the TimeTracker Flags tab in Salesforce
Enter the TimeTracker Flag name,
Enter the text as "invoice-header-tax-rate" for Taxes and as "invoice-header-surcharge-rate" for Surcharge
Data Type, and other details,
Click the Save button to save it
The details you save here are shown in Tax and Surcharge fields while creating the invoices.

You can edit the Tax and Surcharge details in the Invoice also

By default, you see the Tax and Surcharges that are set in the TimeTracker Flags,
You can edit the Tax or the Surcharge percentage by clicking the up/down arrow or edit the percentage directly by clicking the Tax or the Surcharge field.

Geetha is the author of this solution article.

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How do I set up taxes and surcharges? Print