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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

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Define what each PO status mean in the portal.

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If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

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

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

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Managing your company tax ID numbers through the platform.

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