Configure Taxes
Pre-configure your products' taxes to streamline invoicing.
Learn to configure default taxes for your products and speed up the invoicing process.
- 1
Access tax configuration
From the main menu, go to "Configuration" and select the "Taxes" tab to view and modify the default tax configuration for your products.
- 2
Start editing fields
Click on the blue pencil icon in the configuration section to enable editing of tax fields.
- 3
Select tax codes
Choose the product code (ClaveProdServ) from the SAT catalog that best describes your items, the unit of measure code, and the corresponding tax object.
TipThese codes will be applied as default values to new products you migrate. You can always modify them individually afterwards. - 4
Add a new tax
Click the "Add new tax" button to configure the taxes that apply to your products. A form will open to capture the details.
- 5
Define the tax type and value
Select the tax type (VAT, IEPS, etc.), indicate if it is a transfer or withholding, and specify if it is a rate, fee or exempt. For rates, enter the value in decimal format.
ImportantIf the tax is rate type, the value must be decimal. For example: for 16% VAT, enter 0.16, not 16. - 6
Confirm the tax
Once the fields are completed, click the "Add Tax" button to include it in the list of configured taxes.
- 7
Save changes
After configuring all necessary taxes, make sure to click "Save" so the changes are applied correctly.
Done!Your tax configuration has been saved. These values will be applied to new products you migrate.
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