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Manage your taxes

I would like for my tax numbers to appear on my bills. Where do I enter them?

  1. Go to your settings.
  2. On the Invoices tab, and then Taxes. You will see the different taxes you use. Click on a tax and add your numbers.
  3. They will automatically appear on your future invoices.
  4. It’s also possible to modify the invoice and add your number manually.

I created a duplicate tax. How do I delete it?

If the tax is used at the moment, it will be impossible to delete. Wait for it to appear on a document, then you can delete it.

I am not registered for taxes. Should I mention it?

  1. Yes. Go to your settings and then to your accounting information.
  2. Select the "I am not on the tax file" check box.

How do I add a custom rate?

Custom rates allow you to customize the invoices to each of your customers.
  1. Go to your settings, and click on "Invoice items" under the Invoices tab.
  2. Then, by clicking on "Edit" you can add custom rates, per customer.
  3. You can also click on "Create an invoice item" and from there, add a custom rate.

Change my tax remittance period

  1. Go to "Settings" at the top right of your screen.
  2. Go to the "Reports" section.
  3. Click on "Accounting Information".
  4. In the "Tax remittance period:" section, select the desired period from the drop-down list (Monthly, Quarterly, Biannual, Annual).
  5. Click "Save" to exit.

Do not/no longer participate in taxes

You may not 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.

Exempt a client from taxes

  1. Click on "Contacts" in the left column of your page.
  2. Click on the + "Add New Contact" symbol at the top right of your page.
  3. Enter the Contact's Full Name and Contact's Email Address.
  4. Click "Create".
  5. You will be redirected to the newly created Contact Card.
  6. Click on "Billing Information" and then check the box "This client has a tax exemption and should not be charged any tax".
  7. 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.

Add a new tax

  1. Go to "Settings" at the top right of your screen.
  2. Then click on "Estimates", then " Taxes ".
  3. Click on "Add a new tax".
  4. Click "Create".
  5. Enter the necessary information and click on "Create tax".

Change tax percentages directly on an estimate/invoice

  1. When preparing an estimate for a customer, click on the taxes displayed in the "Subtotal" section of the estimate/invoice.
  2. Enter or change the percentage of taxes.
  3. Click on "Update tax".

Add or change my tax numbers directly on an invoice.

  1. When preparing an estimate for a customer, click on the taxes displayed in the "Subtotal" section of the estimate/invoice.
  2. Click on the displayed taxes.
  3. Enter or change your tax number.
  4. Click on "Update tax".

Change the name of a tax.

  1. Go to "Settings" at the top right of your screen.
  2. Click on "Invoices" and then "Taxes".
  3. Click on the desired tax and change the "Tax's Name"
  4. Click on "Update tax".

Change the name of a tax directly on an invoice.

  1. When preparing an estimate for a customer, click on the taxes displayed in the "Subtotal" section of the estimate/invoice.
  2. Click on the displayed taxes.
  3. Enter or change the "Tax's name".
  4. Click on "Update tax".