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Apply Tax List

How to apply a Tax List

Step 1: Login to your AltheaSuite account.

Step 2: From the main menu options, go to Settings > General Settings.

Step 3: Mark the checkbox Show only tax lists in tax selection and click Save.

Step 4: From the main menu options, go to Products > Items.

Step 5: Add New Item or Modify existing Item. To modify item, click on context menu (3 dotted button) and select Modify.

Step 6: Select the Tax Category to be applied for this item and click Update. There is no need to select Tax.

Creating a Sales Invoice with Tax List

Step 1: From the main menu options, go to Sales > Sales Invoices.

Step 2: To create a new invoice click Create Invoice.

Step 3: Select Customer.

Step 4: As per the Customer selected if there is any Tax List created, Invoice Level Tax will be automatically selected.

Step 5: Enter the SKU of the product by manually typing it or by scanning.

If you do not know SKU you can also select the Item by its name. Item name can be selected by directly typing it, by clicking on down arrow with few item selections or by clicking on the three-dotted button which will show all the items as well as allow creating a new one.

Step 6: The Tax will be calculated as per the Invoice Level Tax applied. If the Shipping Charge is entered, Shipping Tax will be calculated as default Shipping Tax was configured in Tax List.

Step 7: Click on Pay Now to accept the payment and Save the invoice.

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