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Apply Taxes to Your Project, Products and Shipping
Apply Taxes to Your Project, Products and Shipping

Apply tax rates to your project for the accuracy of your financial calculations. Specify whether your products and shipment are taxable.

Valeria Albino avatar
Written by Valeria Albino
Updated over a year ago

Add Taxes to Project

To add taxes to your project, please follow the steps below:

  1. Click on the three-dotted menu and choose Edit project in either of the tabs:

    1. in the Projects tab next to the project in question

    2. inside the Project Overview / Orders / Product Status tab.
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  2. Switch to the Details tab.

  3. If you have already added tax rates to your Alcove account, please choose the necessary tax rate from the drop-down menu. If not or you need a different tax rate, click on Add Tax Rate.

  4. Click out the window to save the changes. Your project will be updated automatically.
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Note:
To update the tax rates in your Alcove settings, please click on Edit Tax Rate Settings and follow this article.

Add Taxes to Products

To apply taxes to your product, you will need to mark it as taxable.

For that, please follow the steps below:

  1. Go to the Product Status tab in your project.

  2. Click on the product name to open the details page and then go to the Financials tab.

  3. Set Taxable Product to Yes.
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To mark multiple products as taxable at the same time, please follow the steps below:

  1. Go to the Financials tab.

  2. Multi-select necessary products by clicking on the Checkmark icon next to them.

  3. Use the multitask bar above and press Product Tax Y/N.

  4. Set Taxable Product to Yes.

Add Taxes to Shipping

To apply taxes to the shipping cost, you will need to set the shipping as taxable.

For that, please follow the steps below:

  1. Go to the Product Status tab in your project.

  2. Click on the product name to open the details page and then go to the Financials tab.

  3. Set Taxable Shipping to Yes.
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To mark multiple shipping costs as taxable, please follow the steps below:

  1. Go to the Financials tab.

  2. Multi-select necessary products by clicking on the Checkmark icon next to them.

  3. Use the multitask bar above and press Shipping Tax Y/N.

  4. Set Taxable Shipping to Yes.

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