Tax Rules
Overview
Tax rules in Wise Option allow users to create rules for sales tax that apply to certain tasks.
For example, perhaps in the area of your business, you are required to pay sales tax on all dispensed items at a rate of 6.25%
Tax rules in Wise Option allow you to create this rule and apply it to the Task Files that it should apply to.
This feature offers flexibility, allowing users to assign different tax rules to various files.
It is important to note that tax does not show until the time of billing (procedures are on an invoice), however it is assessed at the time of procedure entry.
Tax rules are not mandatory in Wise Option, but serve as a feature available in every subscription.
Instructions
Before beginning, make sure you have:
Logged into your Wise Option account.
Necessary user permissions to access Tax Rules.
Click the tabs below based on the version of the Wise Option software you need instructions on.
This feature is not relevant or present on the Web App version of Wise Option.
This feature is not relevant or present on the mobile application version of Wise Option.
Resources
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