Configure Tax Numbers in the United States

Tax Configuration

The first time you use GEM-CAR, the system will help you set up your taxes according to your province. There is no need to change the tax settings after this step. When you generate a quote from a sale, you should see your tax numbers next to the total at the bottom. However, if you made a mistake and want to change your settings, here is the procedure.

This step is particularly important if you have activities in other provinces or countries than your province and/or if you have particular activities that require special configurations such as hosting or tire sales. 

To check the taxes, click on Configurations > Configurations.

Then click on Currencies/Taxes tab and search for the taxes you want to include or click on +New beside Tax rules. 

If you want to specify your tax numbers, click on the HST. If you have the module, carrier, broker, or courier, you will have to do the same thing in Taxes US - Freight transportation.

Note: If you want to sell products without taxes, you don't need to add a tax rule. Simply specify the tax rule No taxes to be used in a category or manually during a sale in the fields related to taxes.

However, a special tax rule may be created to avoid charging state taxes.

In this section, all taxes are specified by state. You can click on each province to insert your tax numbers. It is important to insert your numbers in each province because if you invoice a client in a province where the tax number is not listed, it will not appear on the invoice.

Configuration of your Tax Numbers - United States

Click on Configurations > Configurations > Currencies/Taxes tab. Then click on VT State Tax in the Tax rules menu.

You can enter a new tax and within it you can include which taxes are charged in the given province. In the case of Vermont, we have VT STATE TAX and City of Burlington. 

If you wish to include another tax, click on +New.

On the next page, enter the following information:

• Name
• Applicable in which country?
• In what province/state?
• Your government identifier
• Code to indicate on invoices
• Rate
• Type

Click on Save and Close.