Opening a tax setup
Billings is designed to accommodate the tax settings of most countries, states, and cities. To that end, you can choose from one of its more than 120 built-in setups for regions around the world, or if you or someone else has customized and saved a tax setup, you can open it.
Note that when you open a tax setup, it replaces whatever tax settings and preferences you have. Existing slips, estimates, and invoices keep the original taxes that you assigned to them.
To open a built-in tax setup
- Choose Billings > Preferences.
The Billings Preferences window opens.
- Click the Taxes icon.
- Click Open Tax Setup...
The tax setup sheet opens.
- From the Region pop-up menu, choose the region whose tax setup you want to open.
- Click OK.
Your tax settings are replaced with those from the chosen region.
To open a saved tax setup
- Choose Billings > Preferences.
The Billings Preferences window opens.
- Click the Taxes icon.
- Click Open Tax Setup...
The tax setup sheet opens.
- Click the "Choose Tax Setup File..." button.
A sheet opens.
- Navigate to and select the .bitax file (tax setup) that you want to open.
- Click Open.
Your tax settings are replaced with those from the saved file.