Add a New Tax Agency

Managing tax agencies is crucial for keeping your financial records accurate and meeting your tax obligations. This page provides a quick guide on adding, editing, and managing tax agencies in your accounting system. Following these steps will help you set up and update tax information efficiently, ensuring your records are accurate and compliant with tax regulations.

To add taxes:

1. Go to the Accounting section, then select the Sales Taxes sub-tab.

2. Select + New Agency.

3. In the New Agency field, fill in the information:

• Agency

• Filing Frequency (Monthly, Quarterly, Yearly)

• Start Date

• Total Tax Rate (%)

1. Select Save to complete the process.

1. (Optional) To edit a tax agency, click Edit under the Actions column.

1. (Optional) To mark a tax agency as inactive, click on the second icon. You can reactivate it anytime by going to the Inactive section and selecting Mark as Active.

With your tax agencies correctly set up and maintained, you ensure accurate reporting and smooth tax management across your accounting processes.

See also

To understand more about accounting transactions in CrewCost, you can check:

Create a Journal Entry: Learn how to record financial movements manually in your ledger.