Add or edit a tax rate

Add and manage the tax rates you use in your practice.

Add a tax rate:

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Tax Rates.
3. Click Add New Tax Rate.
4. In the Tax Name Rate box, enter a name for the tax rate.
5. In the Integration Code box, if you are integrated with a third-party accounting software, enter the tax code of the system you are integrating with.
   OR
   If you are NOT integrated, then enter the information in the Tax Name Rate box.
6. In the Tax Components box, enter the name of a tax component, such as "State Tax" and then enter the component’s percentage.
7. If the tax has more than one component, click Add New Line to add another component. For example, depending on your tax laws, a 7% tax might have two components: a state tax of 5% and a county tax of 2%.
8. Select the check box next to each component that should be a compound component. The total tax rate is shown.
9. Click Save.

Edit a tax rate:

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Tax Rates.
3. To edit a tax rate, click the edit button  in the Actions column.
4. Make any changes using the steps above.
5. Click Save.

Note: Neo uses the default tax rate you have set in Branch Settings unless you have changed the tax rate on a product or service. See Configure branch settings for more information.