Taxes are entered in the Infinity software to charge customers relevant taxes on the products and services that they purchase. Taxes set up in the software will affect all parts or modules of the program.
Please note: The Motility support team is unable to enter or modify this information for you. Please contact your CPA or accounting professional for more information or assistance with your specific tax rates.
1. Open the Deal Desking module from the navigation menu on the left side of the screen.
2. Click Edit on the menu bar, then hover over Modify. This will expand a menu of different options.
3. Choose the option that you wish to update. This explanation will cover each available option.
Update State Tax Rate
1. Choose your state from the list of states. Alternatively, you may begin typing the name of the state into the search field, located in the top row of the list.
2. Type to enter the tax rate for the state you selected.
3. When finished, click the OK button in the lower right of the screen. This will return you to the main Desking module.
Update County Tax Rate
1. Choose your county from the list of the selected state’s counties. Alternatively, you may begin typing the name of the county into the search field, located in the top row of the list.
2. Type to enter the tax rate for the county you selected.
3. When finished, click the OK button in the lower right of the screen. This will return you to the main Desking module.
Update City Tax Rate
1. Choose your city from the list of your state and county’s available cities. Alternatively, you may begin typing the name of the state into the search field, located in the top row of the list.
2. Type to enter the tax rate for the city you selected.
3. When finished, click the OK button in the lower right of the screen. This will return you to the main Desking module.