How do I add a new tax?

Sales Taxes can be added to a Counterparty and will be automatically pulled onto Brokerage worksheets and Inventory Shipping worksheets.

To add Sales Tax to a Counterparty, click 'Edit Counterparty'. 

Select the Tax Code you want to add. It is optional to add a tax ID number. 

Now when you select that Counterparty on a Brokerage or Inventory Shipping worksheet, the Sales Tax will automatically be applied and cieTrade will calculate how much in taxes you are paying, in the Profit Snapshot:

If you have additional questions, please contact the Support Team via email to