Taxes

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

Accessing Taxes

Go to Settings → Taxes.

Taxes Table

Column	Description
Name	Tax rate label (e.g. GST, VAT)
Currency	The currency this tax applies to
Type	Inclusive or Excluded
Charge Type	Percentage or Exact Amount
Amount	The rate or fixed value

Adding a Tax Rate

1. Click + New Tax
2. Fill in the fields:

Field	Description
Currency	Select the currency this tax applies to
Name	Display label (e.g. GST, VAT, Sales Tax)
Type	Inclusive — tax is included in the price; Excluded — tax is added on top
Charge Type	Percentage — calculated as a percentage of the amount; Exact Amount — a fixed value added regardless of the line total
Tax Calculation Type	Tax By Subtotal — calculated on the line subtotal; Tax By Total Amount — calculated on the document total
Amount	The percentage or fixed value

3. Click Save

Editing a Tax Rate

Click the edit icon on any tax row to update its settings.

Deleting a Tax Rate

Click the delete icon to remove a tax rate.