Taxes in CRM

Tax is a mandatory payment levied in almost every country of the world. Tax rates may differ depending on the type of taxation, the region of the goods and services, etc. In Bitrix24, you can set any tax rate and decide on your own whether to include it in a product price or not.

You can use two types of taxes in Bitrix24 CRM:

  • Location-dependent tax (sales tax) - this tax is applied to the total order amount. The tax rate depends on the customer location.

  • Item-dependent tax (VAT) - this tax is specified and applied to each item individually.

You can add any of these taxes in CRM section > More > Settings > CRM settings > Start point > Taxes.

Decide which type of tax you want to use by clicking the Settings button.

Select Location-dependent tax (sales tax) or Item-dependent tax (VAT) and click Save.

Add location-dependent tax

You need to add locations first to use this type of tax.

Click Add tax and enter its name and description in the appeared form. Then click Apply.

You have added a new tax, but you need to configure the tax rate. Open the created tax and click Tax rates > Add tax rate.

Enter the tax rate and location. In our case it's Germany.

Don't forget to make this tax rate Active. Also, you can enable the Include tax in price option.

Now when creating an invoice or an estimate, along with the information about the customer, you will need to specify the customer's location.

If there is a tax for the specified location, Bitrix24 will automatically apply it.

Add item-dependent tax (VAT)

Click Add VAT rate.

Configure VAT rate parameters. Don't forget to make this tax Active and click Save.

Now when creating an invoice or an estimate, you can select a VAT rate for each product in the Products tab. Also, you can enable the Include tax in price option.

You can edit the tax rates any time. Click on the name of the tax rate you want to modify.

Configure the needed parameters and click Save.

To delete a tax rate, click on the hamburger button next to its name and select the corresponding action.

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