What's the difference between tax profiles and tax codes?
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out What's the difference between tax profiles and tax codes? in the Polaris help.
Tax profiles are used to define tax rates used when invoicing clients. Whereas, tax codes are used to apply taxes to expense amounts.
Adding tax profiles for invoicing
Setting up invoice templates
How billing works
Using Replicon for billing
Creating a new invoice