Zoho CRM: Standard Setup for Tax Rates
- Joel Lipman
- Zoho
- Hits: 3766
This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference.
Why?
Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat.
How?
Here's a quick step-by-step to follow: