When creating an invoice, the inclusion of the appropriate tax(es) is an important part of the process. To that end, Atera enables you to create multiple tax types (state, city, hardware, transportation, etc.) for automatic (or manual) inclusion in billing batches. You can add taxes within customer contracts, and select a default. Additionally, you can set fixed tax rates on product/service categories. And for complete flexibility, taxes can be adjusted, line by line, on invoices

Add tax types

You can create tax types (state, city, hardware, transportation, etc.) for automatic (or manual) inclusion in your invoices.

1. Go to Admin > Business administration > Taxes.

The Taxes screen appears.

2. Click Add tax type.

The Add Tax Type form appears.

3. Give the new tax a name and rate. Then click Add.

The new tax is added and will appear in the Tax Types list.

Assign product/service tax

Additionally, you can assign a product/service (labor, or specific product and expense category) to a certain tax type (rate).

1. Go to Admin > Business administration > Taxes.

The Taxes page appears.

2. From the Products/Services tab, click Assign product/service.

The Assign Tax window appears.

Note: When assigning a product or expense, the Category menu is pulled from the list of product/expense categories you've created previously. There must be at least two previously created categories for the functionality of this module. To create additional categories: Go to Admin > Products & Expenses > Click either Add Product Item or Add Expense Item. Then fill in the parameters (along with a new category) and click Add.

2. Select your parameters:

• From the Product/Service dropdown menu, select either labor, product, or expense.
• If you select a product or expense, the Category dropdown appears. Select the desired category.
• Select the Tax Type (Rate).

3. Click Assign. The product/service category is now assigned to the tax rate. When purchased, the tax will appear alongside the item on invoices.

Edit taxes on an invoice 

Taxes can be edited, line by line, on invoices, with the ability to either select an existing tax or add a new one. Learn how to create a billing batch and invoices

Products/Services (labor, product, and expense), as well as their descriptions, appear on invoices, where you can edit the taxes, line by line. Additionally, you have the flexibility to create a new 'tax type' directly on invoices (and even on contracts).

You can also add a new tax type directly on an invoice.

Create a new tax type directly on an invoice

1. From Billing (on the sidebar), select an invoice.

The invoice appears.

2. From your line item, click in the Tax name field:

• Select a tax name.
• Edit the tax rate.

The tax is calculated and added to the invoice.

3. Click Save and close.

Note: Editing taxes on invoices will not affect or change tax settings in contracts.

Create a new tax type on a contract

1. Go to Admin > Business administration > Contracts.

The Contracts page appears.

2. Click on a contract to open and edit it.

Ensure the Taxable box is enabled.

3. Open the tax dropdown menu.

4.  Click + Add New Tax.

5. Fill in a name and rate of your choice. Then click the check icon to save. The new tax type is set and now appears in your tax list.