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Q. How do I enter the correct tax value for my invoice?: 000003499

Article Number: 000003499

Tax is typically required for all invoices but this requirement depends on your customer.
 

1 - You will enter the tax amount in the bottom section of the invoice. This will be the tax total for the entire invoice.

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  • If only certain line items are taxable, you will need to manually calculate the taxes for those lines only. Contact your buyer if you have questions.

2 - Depending on the invoicing country, some invoices may require tax to be invoiced per line item. Select the Tax Type from the line item.

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​​Note:

  • Other - if you need to enter the tax total of the line item
  • Tax Exempt - if the line item is tax exempt. 
  • If you have questions regarding the other tax values, please contact your customer.

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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