How to apply taxes to services, products and classes

This article will show you how to apply tax to individual products, services or taxes. For more information on how to add or apply taxes in bulk in Timely, check out our guide.

Can’t see these tax options in your account? Sales and invoicing is available on our Schedule and Sell plan. To upgrade to this plan, check out our How to change your Timely plan guide.


1

Apply tax to a Service

  1. Head to Setup > Services.
  2. Edit a particular service.
  3. Under the Details heading, choose a tax rate from the drop down list.

  4. Check the Price includes tax box if you want the tax to be inclusive (i.e., included in the price rather than added to it).
  5. Click Save to apply any changes.

2

Apply tax to a Product

  1. Head to Setup > Products.
  2. Edit a particular product.
  3. Under the Details heading, choose a tax rate from the drop down list.


  4. Check the Price includes tax box if you want the tax to be inclusive (i.e., included in the price rather than added to it).
  5. Click Save to apply any changes.

3

Apply tax to a Class

  1. Head to Setup > Classes.
  2. Edit a particular class.
  3. Under the Details heading, choose a tax rate from the drop down list.

  4. Check the Price includes tax box if you want the tax to be inclusive (i.e., included in the price rather than added to it).
  5. Click Save to apply any changes.

Still need help? Get in touch with the Support Team Get in touch with the Support Team