Work 365

Work 365 Taxes

405 views October 7, 2019 March 2, 2020 0

To set up taxes go to Work 365 ➤ Taxation Menu

Documentation for:

Note: In order to autogenerate tax invoices make sure the correct tax invoice template is imported into CRM, and selected on the Work 365 configuration settings.

Note: Make sure account addresses are filled in with complete information separately as per fields on the account form like state, city, zip code etc. If the address fields have missing data, the taxes and tax invoice mapping will fail resulting in an error, and invoices will not auto-generate.

After the taxes have been set up in Work 365, the customer’s billing contract must have the appropriate Tax Service and Tax Rate Group selected based on their location listed on their account address.


For additional training, watch these videos overviewing Work 365 taxes:

Was this helpful?