Taxes
This page covers how to set up taxes and apply them across sales and purchases in EVERJUST Accounting.
Define tax rates
Open Accounting and go to the taxes list. Each tax has a name, a rate, and a type that marks it as a sales tax or a purchase tax. Set whether the rate is a percentage or a fixed amount, and point the tax at the accounts that collect it. Add one tax per rate you charge or pay.
Apply taxes on sales and purchases
Once a tax exists, set it as the default on a product. Every invoice or bill line for that product picks up the tax, and EVERJUST computes the tax amount on the line. You can change the tax on any line before you post. Sales taxes show on customer invoices. Purchase taxes show on vendor bills.
Fiscal positions
A fiscal position swaps taxes and accounts for a group of customers or vendors. Use one when a customer is tax-exempt, sits in another region, or needs a different rate. Build the position by mapping the default tax to the tax that customer should see, then set it on the customer record. EVERJUST applies the swap on every document for that customer.
The tax report
The tax report sums the taxes you collected and paid over a period. Open it from Accounting, pick the date range, and read the totals you owe or can claim. Use it to file your return.
Related
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