Saving a tax setup

Tax setups, which include information about individual and consolidated taxes, can be saved and shared with other Billings users. Or, if you've customized tax settings to include accurate rates, tax registration numbers, and specific consolidated tax groups, you can save these details to a file in order to quickly set up the same preferences on another of your computers that has Billings installed.

To save a tax setup

  1. Choose Billings > Preferences.
  2. Click the Taxes icon.
  3. Verify that the individual taxes and consolidated taxes are set up the way that you want them to be saved.
  4. Click Save Tax Setup...

    A save sheet opens.

  5. Browse to the folder where you want to save the tax setup, type a descriptive name for the file, and click OK.

    Billings saves the tax setup in the specified location.

Billings saves tax setups as .bitax files, which can be shared like any other file, but only opened by Billings 2 or later.

See also

Opening a tax setup

Customizing taxes