How do I set up tax rates using client classifications?

Tax Rates can be added based on your Client Classifications.

• First you will need to create your Client Classifications.  Go to Menu > Settings > Client Engagement > Client Classification from the sidebar. 
• Add the Client Classifications that you would like to use with your Tax Rates.

• Then go to Menu > Settings > Billing > Payments from the sidebar.
• Select the Client Classification Type under the Tax Setup section. 
• Add your Tax Rates. 

NOTE: The Tax Rate must have the same name as the Client Classification.

• Once the new Tax Rates are set up, go to the Client and set the Client Classification to the appropriate classification that matches the tax rate.

• Going forward, your client will be taxed based on the Client Classification Tax Rate that you have assigned them.