Setup Tax Names for your Business/Country

From your Dashboard, choose:
Options->General Settings->Setup Settings

Notice the Tax Name & Tax Number Text fields..
So if you are based in Australia, the Tax Name is 'GST' & Tax Number Code is 'ABN'

Let us see another example below:

If you are a UK company, the Tax Name is 'VAT' & Tax Number Text is 'Vat Reg No'

Edit these fields as per your location and hit Save

Let us see how we enter actual values to these fields & how they get displayed in your invoices..

From your Dashboard choose:
Options->General Settings->Company Details

The Text you entered 'ABN' is displayed as above.. The actual 'Australian Business Number' is added in its corresponding box..

You can also modify the text greeting that prints in your invoices from here under 'Invoice Comments'

Let us now setup the Tax % field..

From your Dashboard, choose:
Options->General Settings->Tax Setup

Above we added a Tax code, GST and the tax rate of 10% (do not include the % sign)

This tax code is automatically available to apply while adding products from Inventory and while adding products to a job..

Let us see how this reflects in your Invoices..

Above is a example invoice generated from Connect2Field

1. Shows the Tax Number Text: ABN details
2. Shows that Tax Name Text is GST and 10% gets applied automatically to products
3. The custom Invoice Comments we set in Company Details

Below is a sample invoice for a UK business:

1. Shows the Tax Number Text: VAT Reg No
2. Shows that Tax Name Text is VAT

Above is an example how different businesses spanning globally can adapt Connect2Field for effectively managing their Service Businesses.. Below are some other examples on how to map your business with Connect2Field

Related Documents:

1. Use Custom Fields to Quick Search Clients
2. Capturing crucial Job Information using Custom Job Fields