How to Create a New Tax Rate

ONYX Align allows you to add tax rates to your system settings which can be assigned to specific customer Accounts or Orders. When a tax rate is applied to an Order, it will calculate total tax for the Order based on the tax rate selected.

Table of Contents

(1) Navigate to Configuration > Company management > Tax settings
(2) Click "+ Add"
(3) Provide information for the new tax rate
(4) Click "Save"

(1) Navigate to Configuration > Company management > Tax settings

(2) Click "+ Add"

(3) Provide information for the new tax rate

Field	Description
Name	The name of the tax rate that will be displayed throughout the system.
Agency Name	The name of the tax agency this tax rate falls under. Note: A list of compatible agencies will be available if you have connected your account to QuickBooks Online.
Active	Determines whether or not the tax rate is active. When active, it will appear as an option when selecting a tax rate for Accounts or Orders. When inactive, it will not appear as an option when selecting a tax rate for Accounts or Orders.
Use Tax Components	Determines whether or not the tax rate is comprised of multiple tax components.
Tax Components	The individual tax components that make up the final tax rate. Note: This is only available if “Use Tax Components” is enabled.
Overall Tax Value	The % value for the tax rate. Note: If you are not using tax components, you will enter in a value in this field. If you are using tax components, the value in this field will be a sum of the tax component values you have provided.

How to Create a New Tax Rate

(1) Navigate to Configuration > Company management > Tax settings

(2) Click "+ Add"

(3) Provide information for the new tax rate

(4) Click "Save"

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