Initial setup steps
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      Step 5 - Manage taxes

      Step 5 - Manage taxes

       

       

      How to add your tax numbers and what are the impacts.


      To add your tax numbers, click on the "Settings"> "Payments" tab and follow the steps below:


      1. Enter your country and province to have taxes adjusted automatically based on your location.
      2. Click on save.


      If you have chosen the "Other" field, you will be able to enter the percentages of your choice.


      Identification numbers are not mandatory but strongly suggested since they will be added automatically on all invoices. Some companies are not required to have tax numbers.



      If certain types of memberships in your service offer are not taxable, you will be able to deactivate them when they are created. You will find more details on this subject in step 8 of your platform configuration, i.e. creating memberships.