Tax rates

Tax rates is where your company says where it collects sales tax and at which rates, and where you run the report of tax collected. Members whose role may read tax see the screen; only those who may change tax can edit it.

Tax is charged only where a jurisdiction is Active. ASTRO picks the jurisdiction from the customer's billing address (or the main address when there is no billing address). A customer marked tax-exempt pays no tax while the exemption runs. Each line's tax is rounded on its own with banker's rounding (half to even), and the tax total is the sum of the lines.

Start collecting in a jurisdiction

  1. Find it under Jurisdictions. The US states and the Canadian provinces are there already, inactive. Set Show to All or Inactive, or use Country and Search, then select Filter.
  2. Select it. Tick Collect tax here (active) and select Save.
  3. Under Add a rate, fill in Label (for example "OH Sales Tax"), Rate (%), Effective from and, if it ends, Effective to (optional). Select Add rate.

Rates with the same label replace each other on their start date; the old rate stays in the list. Rates with different labels (state, county, city) are added together.

For a place that is not listed, select Add jurisdiction, fill in Code, Country (ISO code), State or region code (optional) and Name, then select Add.

Why an invoice cannot be issued

An active jurisdiction without a rate in force on the invoice date blocks issuing the invoice. Add a rate, tick This jurisdiction levies no sales tax if that is the case, or mark the customer tax-exempt on its company page. A draft is never blocked; its tax is worked out again when it is issued.

Sales tax collected

  1. Under Sales tax collected, choose From and To.
  2. Select Run report. It shows tax on issued invoices less credit notes dated in the period, by jurisdiction and rate, and the Net to remit.

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