| Taxes
Taxes are charged automatically on the invoices based on several
factors. This is a potentially complex area of the program as there
are some many different rules in different areas. Some States and
Provinces have only one tax that is a straight percentage. This
makes it fairly simple, but even then there are exceptions to the
rule such as customers being exempt from tax for some types of sales.
Generally speaking, the process works like this. The system looks
at the customer record to see which tax zone they are in (for companies
selling in more than one zone) The system then checks the inventory
item to see if the item is exempt for each tax type. If it's not
exempt, it then checks the customer record to see if it's exempt,
for each tax type. If the item is not exempt in either record, then
the tax is charged.
However, the user can override the taxes and exempt the invoice
manually if required.
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