Tax Rate Groups for US and Canadian Clients

Author: Eugenija Steponkute
Published: 05/10/2022
create tax rate groups

Good news for our international customers - especially those from the US and Canada. Timesheet Portal now has a helpful feature for you. We understand that taxes and their calculation can be a very sore point, filled with intricacies and variations that range from state to state. Given our international user base is growing, we were eager to tackle this issue. 

While this isn’t an entirely new feature, it has now been optimised to accommodate the needs of customers outside the UK and Europe. You can now create tax rate groups, which allows you to stipulate more than one tax rate on an invoice (e.g. federal tax) and a local rate (e.g. state tax). We hope for this to be a big game changer for both existing and future clients, having seen a big gap in the market for this specific feature on other platforms.

Taxing for the US and Canada Clients Made Easier

As explained above, we are now providing our international clients more freedom in adjusting their taxes. This is meant to reduce the time spent calculating timesheets across different regions where they may be subjected to variating tax brackets and more.

This feature can be added by following this path: Settings> Account > Tax rates > Create new tax rate > Create both tax rates required (such as GST and PST). Create a new tax rate and select 'Convert to tax rate group', then pick the two tax rates you want to group and click ‘Update.’ You can then add this tax rate group to the client record or directly on an invoice. 

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.

Free trial

See for yourself how you can save time and money. Enter your details below for a free 30 day no-obligation trial.
Cyber Essentials logo Cyber Essentials Plus logo

Timesheet Portal online software provided by Anfold Software Ltd, a registered company in the UK.