I would like for my tax numbers to appear on my invoices. Where do I enter them?
- Go to "Settings".
- Click the "Invoices" tab, and then "Taxes". You will see the different taxes you use. Click "Taxes" and add your Tax number.
- Your Taxes number will automatically show on your future invoices.
- It’s also possible to modify the invoice and add your tax(es) number(s) manually.
How do I delete a duplicated tax?
If the Tax is currently in use, it won't be possible to delete it. Wait until it is not listed on any documents, and then you will be able to delete it.
Should I mention that I am not registered for taxes?
- Yes, go to "Settings", click "Invoices" and then "Taxes".
- Select the "Not registered for taxes" check box.
How do I add a custom rate?
- Go to "Settings", and click on "Invoice items" under the Invoices tab.
- Then, by clicking on "Edit" you can add custom rates, per customer.
- You can also click on "Create an invoice item" and from there, add a custom rate.
How can I change my tax remittance period?
- Go to "Settings" at the top right of your screen.
- Go to the "Reports" section.
- Click "Accounting Information".
- In the "Tax remittance period:" section, select the desired period from the drop-down list (Monthly, Quarterly, Biannual, Annual).
- Click "Save" to exit.
How to not/no longer participate in taxes? Can I exempt my enterprise from taxes?
You may no longer charge taxes, such as when your income is below the threshold set by the government. In this case, you can ask Momenteo to ignore taxes when invoicing.
How can I exempt a client from taxes?
- Click "Contacts" in the left column of your page.
- Click the + "Add New Contact" symbol at the top right of your page.
- Enter the Contact's Full Name and Contact's Email Address.
- Click "Create".
- You will be redirected to the newly created Contact card.
- Click on "Billing Information" and then check the box "This client has a tax exemption and should not be charged any tax".
- Click "Save" to exit.
Add or change my tax numbers for an estimate
Note that Momenteo automatically adds and calculates taxes for you. No need to add them manually! Momenteo uses your address and the one of your clients to apply the correct taxes in force.
Here are the taxes created automatically by Momenteo:
-Canadian taxes (GST (123456) - 5.0% and QST (123456789) - 9.975%)
-European taxes (VAT - 19.0%, VAT (21%) (VAT21) - 21.0% and VAT (6%) (VAT6) - 6.0% ).
Note, however, that we leave the option to add taxes or change percentages for cases outside of Taxes managed by Momenteo.
How to add a new tax?
- Go to "Settings" at the top right of your screen.
- Then click "Estimates", then " Taxes ".
- Click "Add a new tax".
- Click "Create".
- Enter the necessary information and click on "Create tax".
How can I change tax percentages directly on an estimate/invoice?
- When preparing an estimate for a customer, click on the taxes displayed in the "Subtotal" section of the estimate/invoice.
- Enter or change the percentage of taxes.
- Click "Update tax".
How can I add or change my tax numbers directly on an invoice?
- When preparing an Estimate for a customer, click on the taxes displayed in the "Subtotal" section of the estimate/invoice.
- Click on the displayed Taxes.
- Enter or change your Tax number.
- Click on "Update tax".
How can I change the name of a tax?
- Go to "Settings" at the top right of your screen.
- Click "Invoices" and then "Taxes".
- Click the desired tax and change the "Taxes' name"
- Click "Update tax".
How to change a tax name directly on an invoice ?
- When preparing an invoice for a client in the "Subtotal" section of the invoice.
- Click on the displayed Taxes.
- Enter or change the "Taxes' name"
- Click "Update tax".