How to Create Tax in WeekMate CRM

How to Create Tax

Overview

The Tax feature in WeekMate CRM allows you to create and manage tax rates used for products, invoices, quotations, and other sales transactions. By configuring taxes in advance, you can ensure accurate calculations, maintain consistency across transactions, and simplify financial record management.

This guide explains how to create a new tax in WeekMate CRM.

Before You Begin

Before creating a tax, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to manage tax settings.
  • You know the tax name and applicable tax percentage.

Steps

  1. Log in to your WeekMate CRM account.
  2. Navigate to the Tax section.
  3. Click Add Tax.
  4. Enter the Tax Name.
  5. Specify the Tax Percentage.
  6. Fill in any additional required details.
  7. Review the information you entered.
  8. Click Save.

The new tax will be created successfully and will be available for use in products, invoices, quotations, and other sales transactions.

Video Tutorial

Watch the video below for a complete walkthrough of creating a tax in WeekMate CRM.




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