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How to Add Tax
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 Taxbutton.
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.,15for 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.)
Common Questions
Yes, you can add multiple taxes like VAT or Sales Tax by repeating the same steps.
Go to Settings → Tax, then click the Edit or Delete icon beside the tax you want to update or remove.
Ensure the tax is active and applied to the correct items. Refresh the page or reselect the tax when creating the invoice.
Yes, while adding a new tax, you can enter a short description to explain its purpose or usage.