How to Set Up Tax Settings in BytePhase

By Published On: July 27th, 2023Categories: Features, Tips & Tricks0.7 min read
Table of contents
Share Post
Tax settings screen in the BytePhase repair shop CRM

Step-by-Step Process

  • Log in to the BytePhase portal, then click your business logo
  • Click Business Settings -> Tax Setting
BytePhase Tax Setting page listing existing tax rates with an add button
  • Click the plus button [ + ] in the image above to create a new tax
Add new tax form in BytePhase with tax name, tax rate, and subclass fields
  • The window above opens once you click the plus button. Enter the tax name and tax rate. To add subclasses to the tax rate, click the plus button as shown above.
  • Click Save to add that tax to your BytePhase account.

BytePhase applies your configured tax settings to invoices, quotations, and other financial documents automatically, keeping tax reporting accurate and consistent for your customers and partners.

That’s it — your tax settings are ready to use across the BytePhase portal.

Share Post
Vishwajit Sayambar

Vishwajit Sayambar

Stay in a loop

Subscribe to our free Newsletter