Knowledgebase: WHMCS Common Questions.
Posted by Chris W. on 06 July 2008 10:45 PM
Setting up Tax Rules
In order to charge tax, you must first enable Tax charges in WHMCS. To do this, go to Configuration > Tax Setup and then tick the checkbox at the top of the page labelled Tax Enabled and click Save Changes. Tax is now enabled in WHMCS. Now, you can proceed to setup your tax zones. This is done as follows:
For example, if you were a UK business you would setup the system to charge VAT. In the country field, you would choose "United Kingdom" and for the state you would leave it set at "Apply Rule to All States". You would then enter the tax rate of "17.50" and click the Save Changes button. You can setup an unlimited number of tax rules.
Setting Taxed Items
The flexible tax system in WHMCS allows you to set individually which items apply for tax. By default in WHMCS, a product is set to not be taxed. What this means is that even though you have tax rules setup, no tax would be charged for it. So for example you might charge tax on the products you offer but not on services.
Setting a Product/Service as Taxable
Setting Domains as Taxable
You can set if tax should be applied to domains in Configuration > Tax Setup - there is a tick box at the top of the page for this.
Setting Late Fees as Taxable
You can set if late fees on invoices should be taxed also in Configuration > Tax Setup.
Showing your Tax ID/VAT Number on Invoices
When charging your customers tax, it is often a requirement for you to display your companies Tax or VAT Number on all invoices. To do this in WHMCS, simply add a line to the bottom of your company address in the General Settings page containing the number - eg. VAT Number XXXXXXXX