Tax Rate - Admin

Tax Rate - Admin

Thread can automatically apply Tax to bills generated on the application. Ensure that Tax is at the correct value and added to each bill by configuring it in admin settings. 
 

Adding a Tax Rate 

Easily add a Tax rate for your firm and set it as the default value (if your firm only applies one Tax rate to all bills). 

  1. 1. Select the settings tab Picture, Picture, Picture on the bottom left of your menu. 


Picture, Picture, Picture 
 

  1. 2. Select Tax Rate. 


Picture 

  1. 3. To add a new Tax rate, click +Tax Rate in the top right corner. 

Picture 

  1. 4. A pop-up will appear. Enter the name for the Tax Rate, the percentage you want to apply to bills, and choose whether to set it as the default rate for all financial items issued through Thread. 


Picture 

 

  1. 5. Click Save. 

 

NotesYou can have multiple Tax rates, but only one can be the default. You can change to a different Tax rate if needed on a specific matter item or bill. 
 

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