Add Tax Codes

Tax Codes allow you to control how taxes are applied to invoices in ServiceCore. You can create individual tax codes for a single tax rate or combined tax codes that include multiple tax components, such as state, county, and city taxes.

Before You Start

Here are a few things to know before you continue:

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
• Tax code names, component names, and agency names must be unique.
• Components and agency names can be reused to create multiple combined tax codes.
  • Example: The agency “Arizona Dept. of Revenue” could be used for a “Phoenix Sales Tax” code and a “Flagstaff Sales Tax” code.
• Tax rates can have up to three decimal places.
• You can create either single or combined tax codes (made up of multiple rates.)
• When a tax code is edited, changes apply only to future transactions. Existing transactions are not affected to maintain historical accuracy.
• Your ServiceCore account can have only one default tax code.

Add a Tax Code

To add a Tax Code, follow these steps:

1. Click your name in the top right corner.
2. Select “Settings.”
3. Click “Accounting.”
4. Select “Tax Codes.”

5. Click the “Add Tax Code” button. 

   
   
    

6. Enter a Tax Code Name.
   • This name is visible to customers, so use something clear and easy to recognize. 
7. Select the Default Tax Code checkbox if this tax code should be used by default.
   • If this tax code applies to most invoices, setting it as the default can save time. You can still choose a different tax code when creating an invoice if needed.
8. Enter a Component Name that identifies the specific tax being collected. 
   • TIP: Adding the current year can help distinguish similar components.
9. Enter an Agency Name that indicates where the tax is remitted, such as a city, county, or state agency.
10.  Enter a Rate, which is the percentage collected. 
    • Please  Note: The Rate cannot be changed after the Tax Code is saved. If it needs to be updated, create a new component with a different name.
11.  To create a combined tax code, select Add Another Component and enter its name, agency, and rate.

12.  Click “Add New Tax Code” to save.

    
    

Manage Tax Codes

Once a tax code has been created, you have additional options to manage it in your Tax Codes list.

1. Click the down arrow in line with a tax code.
2. Select Edit Tax Code, View Tax Code, or Deactivate Tax Code.
    

TIP: Use the Filter option to narrow your list of classes by source and status. You can view inactive tax codes and reactivate if needed.


If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!