To add a new tax rate:

• Log in to the Onsight web console at https://sales.onsightapp.com.
• Click on ‘Settings’ from the left-hand side menu.
• Click on the ‘Manage your data’ menu item.
• Click on the ‘Taxes’ menu item.
• Click the ‘Add Tax’ button at the top right-hand side of the page
• Choose ‘Single tax rate’.
• Click ‘Next’.
• Enter the tax name.
• For ‘Charge Type’, select either ‘Fixed Value’ or ‘Fixed Percentage’.
• Enter a tax rate percentage.
• Make the ‘Status’ Active or Inactive.
• Click ‘Next’.
• Choose if you want this new tax to be applied to all existing customers or products.
• Your new tax will be saved.

A tax group is when when multiple taxes are being combined into one, eg. state, county & city taxes.

To add a a tax group:

• Log in to the Onsight web console at https://sales.onsightapp.com.
• Click on ‘Settings’ from the left-hand side menu.
• Click on the ‘Manage your data’ menu item.
• Click on the ‘Taxes’ menu item.
• Click the ‘Add Tax’ button at the top right-hand side of the page
• Choose ‘Group tax’.
• Click ‘Next’.
• For each component tax, enter a name.
• For each component tax, choose a ‘Charge Type’.
• For each component tax, enter a tax rate percentage.
• To add a new component tax, click ‘Add new component’.
• Click ‘Next’.
• Choose if you want this new tax group to be applied to all existing customers or products.
• Your new tax will be saved.