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Purchase Orders - Taxes

How to add taxes, how to remove taxes, how to choose which tax types to apply. Dealing with taxes in your PO. Fret, service and carriage.

Julien Lavy avatar
Written by Julien Lavy
Updated yesterday

Dashboard > Select a Project > Purchase Orders


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to add, remove, or customize taxes in Purchase Orders, users will need Edit permissions for Purchase Orders


Customizing Taxes

Administrators have the power to configure taxes for your organization. By setting up taxes at the company settings, you can ensure that the appropriate taxes are included by default on all line items of your purchase orders. Adding Taxes click here

Application of Taxes

Taxes are applied to all line items in a purchase order, except for carriage charges. However, if your vendor mistakenly includes taxes on the carriage, you can manually add the tax as its own separate line item.

Calculation of Costs

Each line item as a cost which is calculated based on the unit cost multiplied by the quantity

The taxes defined at the company level will automatically apply to all line items, ensuring accurate tax calculations across the board.

Including or Removing Taxes

You have the flexibility to include or remove a tax for all items in a purchase order. If you want to apply a specific tax to all line items, simply select the corresponding box under the relevant line item. On the other hand, if you wish to exclude taxes for certain items, you can uncheck all the boxes under those items. This gives you granular control over the taxes applied to individual line items.

Adjusting Taxes by Line Items

To change which taxes are applied, select the box under the relevant line item.

For items with no tax, just uncheck all boxes.

Here's a visual example of Purchase Orders - Taxes:
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If you don't see the correct tax type or tax rate, please contact your administrator.

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