This article is an explanation of how to troubleshoot tax issues.
If you have not set your taxes already, here is an article explaining how to set those.
Other than that, sometimes it happens that customer needs to have set up 2 or more different taxes. In that case, you need to set up different taxes like this:
From your Dashboard go to Settings > Job Estimations.
Under Tax Settings - Primary Sales Tax area add as many different taxes as you might need.
From here you have 2 options:
To set the one with rate 0 as default, so for each appointment to go to financials and set the appropriate tax to it.
To set the one mostly used as default, so whenever you need another tax on some appointment to manually change the tax for that specific appointment, or
Here is how it should look if you chose the first option:
Important:
Primary and Secondary Sales Tax are added both on the invoice, so if you set primary and secondary taxes with certain rate as default they will be both included in your appointment invoice. Advice is to make sure that one of those taxes default rate is set as 0.0.
When you are done with adding tax rates make sure you save changes at the bottom of the page.
Updating Taxes
As of 2024, ZenMaid users using several tax rates who want to update their taxes can do two things:
See all appointments associated with a tax rate in their settings (see screenshot)
Delete tax rates when there is only one rate left, and it is 0 (because that won't impact the appointment prices)
With these two things together, ZenMaid users should be able to better manage their tax rates, remove unused ones, deduplicate them, and remove tax lines if they stop using them.
Taxes "in use" by past or future appointments cannot be deleted. ZenMaid users can find all appointments using a certain tax to associate them with another tax. Once they've updated the taxes they don't use and those taxes now have 0 appointments, those taxes can be deleted.
For example, if a user had 5 appointments in the past but no new appointments in the future with a tax line, they can delete the tax if the tax rate is 0 and it's the only tax field there.
Keywords:
Tax rate, default tax rate, default tax, primary sales tax, secondary sales tax, tax troubleshooting