Ubersmith integrates with SureTax to provide automatic tax calculations. If you’re not using SureTax, you can manually add your tax rates.
From the Ubersmith Dashboard, click Settings. The Ubersmith Settings page appears.
In the Clients section, click Tax Engines. The Taxes Engines page appears.
On the Tax Engines page, click Add New Tax Engine. The Add Tax Engine page appears.
In the Name field, enter the name of your tax engine.
In the Type field, select the appropriate tax engine.
NOTE: SureTax is the only tax engine integrated with Ubersmith.
In the Username field, enter your tax engine’s user name.
In the Password field, enter your tax engine’s password.
In the Server field, enter the name of your tax engine’s server.
Click Save.
On this page: |
Adding Tax Rates
Adding Tax Exemption Types
Adding Tax Authority Numbers
Managing Tax Engines
Managing Tax Rates
Managing Tax Exemption Types
Managing Tax Authority Numbers
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