- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
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- Importing Data
- Leads
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Marketing
- Introduction to Marketing
- Marketing Campaigns
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- Templates
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
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- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
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Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
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Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Setting Tax Rates
To set up a new Sales Tax Code you will first need to select the appropriate regime, you should be able to identify these by searching through either the Tax Code or the Description.
When you open an unconfigured Tax Regime you will see a window similar to the below where the Tax Code box at the bottom of the page is empty.
Selecting the New Sales Tax Code button will create a new window allowing you to start configuring a new tax code.
Here you will need to fill out the following information:
Sales tax code: The code you will be using internally to define the Tax Code such as “EXEMPT” or “STANDARDVAT”
Description: A short description of the
Supplier only: Check this box if the tax code will only be used within Supplier Orders, otherwise this will appear on all Transaction Documents.
Once this has been completed you can start adding in the tax rates by using New Sales Tax Rates
Rate %: Set the Tax rate that this will be charged at.
Valid From: Set when you want to start charging this rate from, this will affect any Transaction Document if the Document Date is changed and is after the Valid From date.
Valid Until: If the tax rate changes you can expire this rate by setting the Valid Until date and then creating a new Sales Tax Rate.
Note: Sales Tax Codes and Sales Tax Rates cannot be deleted once created.