Nutcache allows for a complete management of your sales tax. The following article will show you how to:

  • Set up a tax
  • Use multiple tax rates
  • Edit an existing tax
  • Add taxes on your invoice
  • Delete an existing tax

How to set up a tax

Under the Sales module in the left-hand menu, click on Taxes and "+Tax" button.

From the new tax pop-up, assign a description to your tax and continue by adding the required information according to your country and your company.

How to use multiple tax rates

To apply two separate tax rates on the same product (or service), you must first create a new tax that will include the two tax rates you wish to use.

When creating a new tax in Nutcache, you can add several components that are actually independent, unless you check the "Compound" option. For example, you can create a "My Area Taxes" including a GST (5%) and a PST (9,975%) component so that when you apply this "My Area Taxes" to items in your invoices or estimates, the two components will appear separately with the proper amount displayed for each of them.

How to set up a compound tax?

A compound tax is a tax calculated on top of a primary tax. So to create a compound tax, add two components to your tax where the second one is calculated on top of the first one as shown below:

How to edit an existing tax

For the integrity of your data, you cannot edit an existing tax. Remember the tax you want to edit has probably already been used in some transactions. To change it, if already used, is an action that may alter the consistency of your data. If Nutcache prevents you from editing it, it’s precisely because you need to keep your data intact.

However, Nutcache offers you the option to create a new tax or to use multiple taxes at the same time, according to your needs.

How to add taxes on your invoice/estimate
Once your tax is created, you can either set it as a default tax to your clients, your products or your item types (tasks) by using their own maintenance screens. Or you can add it directly to an estimate or invoice from the Tax column as shown below:

How to delete an existing tax

To prevent a tax from displaying in the list of available taxes, you can either make it inactive or simply delete it.

1. Making a tax inactive

To make a tax inactive in Nutcache, simply display the tax file and set the tax status to "Inactive". This way, you can always set the tax status back to "Active", should you wish to use this tax again in the future.

2. Deleting a tax

In order to delete permanently a tax in Nutcache, you need to select the "Delete" action from the list of available taxes. Please note that you cannot delete a tax once it has been used in a transaction.