Taxes

Set up the tax rates that can be applied to line items on your quotes and invoices.

Accessing Taxes

Go to Settings → Taxes.

Adding a Tax Rate

1. Click + New Tax
2. Enter:
   • Name — e.g. GST, VAT, Sales Tax
   • Rate — percentage value (e.g. 10 for 10%)
3. Click Save

Applying Taxes to Line Items

When adding line items to a quote or invoice, select a tax rate from the Tax dropdown on each line. The tax amount is calculated and shown separately on the document.

Multiple Tax Rates

You can create as many tax rates as your business needs (e.g. different rates for different product types or regions).

Editing or Deactivating a Tax

Click on a tax rate to edit the name or percentage. To stop a rate from appearing in the line item dropdown without deleting it, deactivate it.

:::tip
Check with your accountant to confirm the correct tax names and rates for your jurisdiction before creating invoices.
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