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How To Setup Sales Tax

Here's how to setup Sales Tax on your ManyRequests portal.

Regine Garcia avatar
Written by Regine Garcia
Updated over a week ago

How To Setup Sales Tax

  1. On your Dashboard, navigate to Settings > Modules and Extensions

  2. Select Billing

  3. Scroll down and go to Taxes, click on the Sales Tax link

  4. Click on the Create Tax button

  5. Fill out the necessary Tax details: Name, Tax Rate, and Countries applicable

    Note: These sales taxes can be Goods and Services Tax (GST) or Value-Added Tax (VAT) depending on your business requirements.

  6. Once done, click on Save Changes

On client checkout, the Sales tax will appear on the Order Summary:

How To Get Client Tax Number

There are instances when a client tax number is required. Here's how to enable it:

  1. On your Dashboard, go to Settings > Modules and Extensions

  2. Click on Billing

  3. Head over to the Invoices tab

  4. Make sure to toggle the "Require Complete Address at Checkout" - this enables you to request full address details and tax numbers (tax code) from clients during checkout

  5. Click on Save Changes

This is how the checkout page will look like:

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