Working with Taxes in Operate

Managing Taxes and Related Documents in essensys Operate

Stuart avatar
Written by Stuart
Updated over a week ago

There are three situations when you will use taxes in Operate:

  1. When configuring taxes for the entire Operate System.

  2. When applying the appropriate tax rate for each product.

  3. When displaying tax information on your documents - such as invoices.

Configuring Tax Rates

To configure your tax rates go to Settings > General > Organizations > Taxes and follow the instructions provided in our guide on Setting up Your Tax Rates.

Applying Tax Rates to Products

When setting up products in Operate, you can set the tax that applies to the particular product you are adding. Here is where the taxes that you have set up under Settings > Organizations > Tax Rates will be available.

The Tax dropdown is available on the Product details page, either under the Information or the Pricing Section. Below you will find a list of product types and the page section where you will find the Tax Dropdown.

  1. Information - Desk, Meeting Room, Office

  2. Pricing - Services, Virtual Services, Time Based Products, Other Products.

Using Tax Rates on Documents

When creating or editing one of the available document templates, make sure that the Tax Rate field is added onto the template, so that Operate can include tax information onto your documents.

Generally, the default templates found within Operate already contain this field, but if you want to set up your own templates from scratch, here is an example on how to add the Tax Rate field onto an invoice template:

From under "Select Fields From", choose Tax Summary,  then under "Select Merge Field", choose Tax Rate. Now simply drag and drop the field onto your template, as shown in the screenshot below.

Please note that the tax rate field may be located under a different category, depending on the template you are working with. However, it is typically found within a related field category, which may contain financial information.

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