Tax
2 guides
Tax Rates
Tax Rules
This article provides guidance on configuring tax rules in Halo for US customers, addressing complex tax applications on products and services based on location. Users can set tax rates using filters such as Customer, Product, and more, which override existing product-level tax settings. It explains how to navigate configuration settings to add tax rules, which follow a logical sequence of AND and OR conditions. Tax rule precedence is managed through a sequence list, determining their application order. Invoices will indicate any tax override by these rules.