How to Add Tax

Invoicing & Bill

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Step 1: Login and Go to Settings

• After logging into your Seemi CRM account, go to the top-right corner of the dashboard.

• Click on your profile icon (where your name appears). 

• From the dropdown, click Settings.

Step 2: Navigate to the Tax Section

• Inside the Settings screen, find the "Tax" section (under "Roles & Permissions").

• Click on the + Add Tax button.

Step 3: Add New Tax Details

A modal window titled "Add New Tax" will pop up. Fill out the following:

• Tax Type:
  Enter a name for the tax (e.g., "Sales Tax", "VAT", etc.)

• Tax Percentage:
  Enter the applicable percentage (e.g., 15 for 15%).

• Description:
  Optionally, enter a brief description (e.g., "Applicable on all product sales").

• Once complete, click the Save button.
  (Or click Cancel to exit without saving.)