If the tax you need is not found within the predefined taxes, it is possible to create a new tax and add it to a group. However, if you do this, please note that the taxes created will not appear automatically in the tax forms.
It is therefore advisable to consult and use the predefined taxes before creating a tax. This way you will avoid duplicating information and take advantage of the automation offered by Holded.
The first thing you need to know when creating a tax is that you can link it to a percentage or a group. The latter option will allow you to select other taxes and apply them to the same invoice.
Below you will find detailed steps to create a tax, depending on whether you want to link a percentage or a group. In case you want to associate the tax to a percentage, you have to:
Go to the Menu and click on Configuration.
Click on Taxes in the Invoicing section.
Click on New tax.
Name the tax in a way that helps you to identify it.
Enter a key, i.e. the alphanumeric code to identify the tax.
Select the field - or document - in which the tax will appear.
In the type field, choose Percentage and enter the Percentage amount.
Select the tax account and the correcting tax account.
Click Show more.
Choose the Tax group.
Activate or deactivate the Status, according to your preferences.
Click on Create.
In case you want to associate the tax to a Group, you have to:
Go to the Menu and click on Configuration.
Click on Taxes in the Invoicing section.
Click on New tax.
Name the tax in a way that you can easily identify it.
Define and enter a key, i.e. an alphanumeric code to identify the tax.
Select the field - or document - in which the tax will appear.
In the type field, choose Group.
Remember that this tax type will be composed of two taxes associated to their respective accounting accounts.
In the Tax subfield, select the appropriate taxes. To see the taxes that make up the group, you must access the Tax list and click on See all to access the breakdown.
Indicate the tax account and the tax adjustment account.
Click on Show more and choose the Tax group.
Activate or deactivate the Status, according to your preferences.
Click on Create.