How To Add/Delete a Tax Rule to Your Invoices?

This tutorial guides you through the process of adding or deleting a tax rule to your invoices in Horizon. You'll learn how to easily configure tax rates for your services and make adjustments when necessary. Whether you need to apply a new tax rule or remove an existing one, this step-by-step guide ensures that your invoices are accurate and up-to-date. Let's get started!

1. Select "PROFILE"

2. In ADMINISTRATION, select "Settings" beside "Inspection Fees and Taxes"

3.  Select "Tax Rules for Invoice"

4. Set your Tax Name and the Tax Percentage under the "Tax 1 Name" and the "Tax 1 Rate as a "Percentage" Fields.

5. Select "Save and Back"

6. Now that you have added your Tax Rule, you will be able to see the tax rule added in your work orders and invoices:

Delete Tax Rule:

To delete the Tax Rule, follow these steps:

1. Select "Tax Rules for Invoice" from the "Settings" of "Inspection Fees and Taxes"

2. Set your "Tax 1 Rate as a Percentage" to "0"

NOTE: Set the percentage as "0" if you do not want the tax to appear on the invoice.

Troubleshooting & FAQs

❓ How do you add a second Tax Rule?
→ See "How do you add a second Tax Rule to your Invoices?"

❓ Why is my Tax Rule still appearing?
→ Please ensure your tax rule percentage is set to "0" so the tax rule no longer appears on invoices.