How do I change my configuration settings for taxes?

To change your configuration settings for taxes:

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Settings’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • See your present configuration settings in the General tab.
  • Click the ‘Edit’ button.
  • Find the ‘Tax settings’ section and edit the setting that you want to change.
  • Click the ‘Save’ button.

These are the tax settings that you can change:

  • Charge taxes
    Enable this if you charge taxes on your sales.

  • Where do you apply your taxes
    Choose ‘Product taxes’ if you want taxes calculated for each product line item and aggregated or ‘Customer taxes’ if you prefer taxes to be calculated on the order/quote total cost.

  • Make new products taxable
    Enable this if you want any new products to automatically get marked as taxable. You will have to allocate one or more taxes to your product.

  • Make new customers taxable
    Enable this if you want any new customers to automatically get marked as taxable. You will have to allocate one or more taxes to your customer.

The video below demonstrates these same steps in the Onsight web console:

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