How do I set up customer taxes?

Tax calculations differ from location to location. Onsight supports a variety of tax calculations. One of these is to charge tax on the total cost of the order or quote rather than each product line item individually. Different tax rates can be set up and each customer can have a separate tax rate configured for them. In Onsight this is called customer taxes.

Here’s how to activate the use of customer taxes in Onsight:

• 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 under ‘Tax Settings’.
• Click the ‘Edit’ button.
• Under ‘Tax settings’, make sure that ‘Charge Taxes’ is enabled.
• For ‘Where do you apply your taxes?’, select ‘Customer taxes’.
• Click the ‘Save’ button.

The alternative to customer taxes is product taxes.

Related articles:
How do I set up product taxes?