We suggest starting to create a new company immediately in the new interface (the corresponding button in this case has the inscription "Old interface").
To do this, click on the "Add" button to the left of the "My companies" section header.
Next, enter the name. If necessary, we indicate that this company will be assigned to new projects automatically (the "Use by default" checkbox). You can also leave a comment here.
Here you can upload graphic files of the logo and print, specify the details of the tax calculation (method of calculation, name, percentage, the need to display the tax in the estimate, or not to display). You can also select the jurisdiction, the type of banking details (legal entity, autónomo, etc.) and fill in the related fields. The data of the management team of the created company is also entered here.
After filling in the fields, click on "Save".
A new company appears on the list.
The creation of a company in the old interface (the toggle button says "New interface") is very similar. The main difference is that in this case, you do not need to choose the jurisdiction of the company (it is Russian), and, accordingly, you do not need to fill out the items related to this choice.
Two consecutive taxes in the estimate
The functionality of two taxes allows you to take into account situations when one tax is included in the cost of an item, and the second is charged on top.
How it works
You can specify two taxes in the estimate:
-
The first tax is applied to the base price of the item
-
The second tax is calculated on top of the amount already including the first tax
Calculation logic:
-
The base price is taken from the catalog
-
The first tax is applied to it
-
The amount received becomes the basis for the second tax
-
The total cost includes both taxes
Example
Base price: 100
First tax (10%): → 110
Second tax (20%): → 132
Total cost: 132
Where it is configured
The configuration is performed either in the default company card in the My Companies database in the Tax 1 and Tax 2 blocks (you need to click the checkbox to activate the second tax), or inside the project in the parameters of the estimate sheet.
Display in documents
To display correctly, use the updated variables in the document templates.
This allows you to create invoices, UPDS and other documents in accordance with the requirements of the legislation. The list of variables can be seen
Important
-
The order of taxes matters — the second one is always considered on top of the first one.
-
Taxes are applied to the entire estimate
-
It is recommended to check the document templates for correct data output.