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Money.
Settings.

How To Add/Edit Tax Rates.

Interactive Tutorial

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Adding a Tax Rate

  1. Head to More → Settings → Local Settings → Tax Rates

  2. Select +Add new tax rate

  3. Complete the relevant details to create a tax rate

  4. When creating a new invoice, your newly created Tax Rate can be selected:

Please Note:

  • You need to have stated that you are tax registered within Invoice Settings

  • You can set a customised tax rate as default, should you wish to

Editing a Tax Rate

You can edit a pre-existing tax rate by selecting the action cog → edit:

Editing a Tax Rate.png

Archiving a Tax Rate

You can archive a tax rate by ticking the line item and selecting archive:

Archiving a Tax Rate.png

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