Sales Tax - USA / HST | PST | GST - Canada

• Each Input Dialog in T&M Pro has a Sales Tax Application Feature, as shown in the example below:
  

• To apply sales tax to a single item, check the box specific to your country; click again to uncheck.
  

• Checking the box applies the Tax value percentage defined in your Project Settings File
  
  

Taxes can be applied to a Single Item , Multiple Items or ALL Items using the Sales Tax Set Up function in your Project Settings File

To ADD or MODIFY a Tax Percentage, open your Project Settings File interface and follow the guide below:

• Click on Open Sales Tax Dialog, as shown above 
  

• Click to highlight the category you want to ADD or MODIFY tax values for
  

• Click on the MODIFY Button to open the Tax Setup Dialog
  

• From the drop list, select an individual category that these rates will apply to, or select ALL Categories

• Enter the tax percentage values in the appropriate boxes
  

• Click ENTER to apply the new values to the selected item; repeat for individual items
  

• Click CLOSE once all changes have been made
  

• Click CLOSE to exit the Tax Tables dialog
  

• On the bottom of the Project Settings page, click ENTER and CLOSE to record the changes

1. Users can Import Tax Tables from an Excel® spreadsheet by clicking on the Import button in the Setup dialog:
   

2. The spreadsheet must be specifically formatted to be successfully imported. (see instructions below)

3. NOTE: Importing a new Tax Table from Excel will overwrite the previous tax settings.
   
   

1. Users can Export a Tax Table to Excel® to make modifications or save a copy outside of T&M Pro
   

2. If you need a pre-formatted Blank Template, click the MODIFY button, select All Categories, then set ALL values to 0.00%
   

3. Click on the EXPORT button, then name the file BLANK_Tax_Table
   

4. You now have a properly formatted blank tax table template that you can use for future projects
   

1. Below is an example of an exported of Tax Table: values can be ADDED, MODIFIED or REMOVED in Excel
   

2. The Header values in Line 1 CANNOT be modified, or it won't be successfully Imported back into the program