Create a New Sales Tax from an Invoice:
- On the left-side menu, click Sales > Invoices.
- Once you've added an item on the invoice, click Select a tax.
- Click 'Create new' tax from the drop-down menu.
- Fill in the details about the tax.
- Enter the tax name.
- Enter the tax rate (only the number, not the % sign).
- Enter the account.
- Click 'Save'.
Create a Sales Tax from a Bill:
- On the left-side menu, click Purchases > Bills.
- Once you've added an item to the bill, click the Tax field and select Add new tax from the drop-down menu.
- Fill in the details about the tax.
- Enter the tax name.
- Enter the tax rate (only the number, not the % sign).
- Enter the account.
- Click 'Save'.