• How to Add and Import Taxes in COUNT

  Whether you're managing a few tax rates or handling multiple jurisdictions, COUNT gives you the flexibility to add taxes manually or import them in bulk. How to Add a Single Tax Go to Settings From the left sidebar, navigate to Settings. Scroll down to Financials and click Tax Configuration. Add a New Tax Click the Add a Tax button on the right side of theFew readers

• How to Apply Tax to a Customer in COUNT

  If your business charges tax, COUNT lets you assign default tax rates to each customer. This way, the correct tax is automatically applied to all future invoices created for that customer. Steps to Apply Tax to a Customer Open the Customers Page From the left-hand sidebar, go to Money In → Customers. Edit the Customer Under the Actions column, click the pencil icon next to the customer you want to update. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/cFew readers

• How to Configure 1099 Boxes in COUNT

  This setup ensures eligible expenses are tracked automatically and appear correctly on the 1099 Filings page. Set up 1099 boxes COUNT uses 1099 boxes to determine which expenses are reportable. From the left-hand navigation menu, go to Settings. Select 1099 Box Mapping. Click Select Account. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb1Few readers

• How to File 1099 in COUNT

  Use COUNT’s built-in 1099 filing flow to review your vendors’ 1099 obligations and file forms directly with the IRS. COUNT automatically calculates eligible amounts and helps reduce the manual work typically involved in preparing 1099. Before you start Make sure the following are already set up in your workspace: 1099 boxes are mapped in Settings Vendors/contractors are created and marked for 1099 tracking. Bills or expense transactions are assigned to the correct vendor/contFew readers