How to add sales tax rates to Koble?

Key Steps:

1. Start in the home screen or the all screen.

2. Go to the sales area.

3. Click on the "More" menu option.

4. Look for the list of rates. If there are no rates, proceed to the next step.

5. Click on the plus button to create a new sales tax rate.

6. Fill in the details in the three tabs:

   • Tab 1: Details

     • Enter the name of the tax rate (e.g., "North Carolina State Sales Tax").

     • Select the type of tax (e.g., state).

     • Enter the percentage and effective date, keeping in mind percentages are a decimal in the software.

1. • Tab 2: Payment

     • Add a vendor by clicking on the "Add Vendor" button.

     • If the vendor is not in the system, create a new vendor by entering the vendor's details (e.g., North Carolina Department of Revenue) and saving it.

   • Tab 3: Tax Group (optional)

     • Assign a tax group by selecting the appropriate group from the options.

2. Close the tabs to save the changes.

3. Verify that the new tax rate has been added to the tax rate list.

4. Click on the new tax rate to view its details.

Cautionary Notes:

• Double-check all the details entered in each tab to ensure accuracy.

• If the vendor is not in the system, make sure to enter all relevant information to create a new vendor.

Tips for Efficiency:

• Familiarize yourself with the system's navigation to quickly access the sales area and the "More" menu option.

• Use the provided guides for assistance in adding a new vendor and assigning a tax group.

• Regularly review and update the tax rate list to ensure it remains up-to-date.