How to set up your taxes in inFlow Cloud

Taxing schemes calculate your taxes when completing sales and purchase orders. See below for steps on how to add taxes to inFlow

Windows

inFlow Cloud for Windows

In the Settings window, on the Company tab you will find the Manage Taxing Schemes button which will let you set up your taxes.

To set up a new tax:

1. Click the Main Menu > Options > Settings.
2. Scroll down to the Taxes section and click the Manage Taxing Schemes button.
3. Give your taxing scheme a name, provide your tax name(s) and percentage(s).
4. Click Save & Close.

You may want to select your tax as the default scheme. This tells the program to charge that tax on all new orders going forward (unless the vendor or customer has their own default scheme).

To do so, click the star next to the taxing scheme you want to set as the default.

Looking for more info?

Here are some other things you can do with taxes in inFlow:

• set up secondary tax rates
• tax some items differently on the same order
• set up tax inclusive pricing 

Web

To add taxes on the inFlow Cloud Web app, you’ll have to add them to the inFlow Company settings.

1. Go to https://app.inflowinventory.com/options/orders
2. Click on Taxing schemes.
   

3. From here click on +add new taxing scheme.
4. Enter the tax name and rate. And you can toggle on Show secondary if you need to further break down your tax.
5. Click the Save button when done.

Once the taxing scheme has been added to inFlow, you can choose that tax directly on sales or purchase orders.

Looking for more info?

Here are some other things you can do with taxes in inFlow:

• set up secondary tax rates
• tax some items differently on the same order
• set up tax inclusive pricing