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Tax Settings

Configure state and federal tax rates, tax agencies, and tax codes in the Accounting module.

Updated this week

Sharper allows you to customize state and federal tax rates as well as take advantage of additional tax for specific products. Tax Code, Rate, and Agency are configured in the Accounting module.

Setting up Tax Agency

  1. From the navigation pane select the Accounting module

  2. Select Settings β†’ Tax Agency menu tile.

  3. Click Add New button in upper right-hand.

  4. Enter the Tax Agency Name, Address, and Phone.

  5. Click Save.

Setting up Tax Rate

  1. From the navigation pane select the Accounting module

  2. Select Settings β†’ Tax Rate menu tile.

  3. Click Add New button in upper right-hand.

  4. Enter the Tax Rate Name, Description, Type, Amount, and Tax Agency.

  5. Click Save.

Setting up Tax Code

  1. From the navigation pane select the Accounting module

  2. Select Settings β†’ Tax Code menu tile.

  3. Click Add New button in upper right-hand.

  4. Enter the Tax Code Name and flag if the code is Taxable.

  5. Click Save.

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