If your company is a taxpayer, you can set up and apply tax rules to goods and services added to orders, sales, invoices, and postings in Orderry.

Be guided by your company's activities and create tax rules under the laws of your country.

Creating a New Tax

You first need to enable the use of the tax system on the “Settings > General” page. Tick the checkbox and this will activate the “Taxes” section in your account settings.

1. Go to the “Settings > Taxes” page and click the “+ Tax” button.

2. In the dialog window, fill in all the necessary information.

Name. In this field, you should specify the internal tax name, which will be displayed in orders, sales, and postings.

Name for document. Here, you can type in the additional tax name, which will be displayed in printed documents.

Code. Specify a tax code in this field.

The code is unique within your account and is displayed when you hover over the item in the order, sale, and posting.

Type. Select a type of tax to be created. Choose between “Included” or “Imposed” taxes.

The included tax is a tax that is added to the cost of goods. When using this type of tax, you need to specify the purchase price of the goods with this tax taken into account during the posting procedure.

The imposed tax is a tax that is paid additionally and is calculated from the final cost of goods/services. With this type of tax, the final amount of the order/sale will differ from the total amount of items in that order/sale as the tax will be calculated from the final sale amount.

Rate. In this field, specify the tax rate.

Please note, if you select the included tax type, you can specify only the percentage (%). With the imposed tax type, it is possible to choose between the percentage (%) or a fixed amount.

Important: the percentage value for taxes can be no more than 100%.

3. Click “Create”.

Done! The tax is created and displayed in the table. Learn more about how to apply and in what order taxes should be calculated in this article.

Editing and Deleting Taxes

To edit a tax, double-click its name, make changes, and click “Save”.

To delete a tax, double-click the tax name and click the delete button.

Note that after editing or deleting a tax, you can configure how to recalculate taxes in already created, but not yet closed documents (draft postings, invoices, or orders in an unclosed status).

To do this, select the required value at the bottom of the “Taxes” page in the Settings section.

Ask for every document. Set this by default to select the recalculation method in the documents each time.

For example, you created an order, added work and materials from stock, and then changed the tax rate. When you open the order again and make any changes to it, a pop-up will appear while saving the order. In there you will be able to select:

  • Recalculate by the new rules. The new tax rate will apply to all items in the document;

  • Don't recalculate. The old tax rate will be applied to all positions in the document.

Don't recalculate and don't ask. Set this by default so that the old tax rates remain unchanged in the already created documents.

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