Accounting Details - Tax Rates

In states that require tax to be added, it will need to be added to your CRM or QuickBooks. When integrated with SolutionView, it will pull in the tax rates along with the name for the area of that rate. Below are all the parts of the accounting details page, along with how to add new rates. 

1. Label -is what is shown in the app; some put city/town name and percentage to quickly identify location etc.) 
2. Amount- is the tax amount assigned to that rate
3. CRM Taxes – this is pulled from GPS/QBO; if they are not showing in SolutionView, they might not have been mapped yet.  
4. Default - automatically have a rate that is applied on all appointments, but can't be switched
5. Action column - Edit tax rates by clicking the pencil and changing order with the up and down arrows; this order will be reflected in the SolutionView app. The trash can will delete that row.
6. + Add Tax Rate-clicking this button will add a new row at the bottom of the taxes section where you can click the pencil on the new tax line to open a pop-up to add the tax details (see Fig. 2 below) 

1. Label- Name of rate, for example, "city name"(rate)"
2. Amount - tax rate 
3. CRM Tax Rate - When integrated with a CRM, it will appear in this drop-down 
4. Done - After all, updates are complete, click done 
5. Save - Back on the accounting page, "Save" will need to be clicked to save progress

Example in the app:

In this example, the label is 7.25%; this is how it would look in the pop-up: