Create Commission Tax

This article demonstrates how to create Commission Tax.

Static Rate

1. Clients-Commissions Tax
2. Click New
3. Complete the Required Fields
4. Save

Conditional Rate

1. Clients-Commissions Tax
2. Click New
3. Complete the Required Fields
4. Save
5. Open your new conditional tax rate
6.  Locate the Commission Tax Rate Logic section, click New
7.  Select State/Province
8.  Enter Tax Percentage
9. The Consumer Based field allows you to use the State from the Primary Demographic of the account (instead of the client) 
10. Click Save

Add to Client Profile

1. Open Client Profile
2. Locate Preferences Section
3. Select the tax rate from the dropdown menu
4. Click Save