Set Up Tax Settings - CaseFox | Legal Software

Tax On Invoices - Multiple Taxes

In some jurisdictions,  one or more taxes such as Central GST + Local GST + potentially other services taxes may be imposed.   CaseFox allow configuring multiple groups of these taxes and associating the tax groups to different clients.  

Scenarios:

1.  If most clients require no tax but a few requires different taxes.   Create a tax group,  please give it a distinct name (for example,  Tax - 0 ) and after adding this tax group,  mark it Default.   If suppose Client A requires 10% and Client B requires 15% tax,  create a group (for example,  name can be  TAX - 10) and under this group please add a tax,  name it appropriately (e.g.,  GST,  VAT....) and enter 10 in tax percentage.  Similarly create another group for 15%.  Under Edit Client Information box,  please select TAX -10 for Client A and TAX -15 for Client B.

2.  If a client require more than one taxes in the same invoice,  please create a tax group and add more than one tax rates under this group,  if it applies to all clients (or most of the clients),  mark this group "Default."  The clients that require another tax,  please create another tax group and assign the tax group to those clients (in Edit Client popup).

3.  If no client requires a tax,  there is no need to create a tax group.  

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