Taxes

Configure Tax Rates

Use Tax Settings to define tax names, rates, and whether each tax is required.

These taxes are then available in quoting and invoicing workflows.

Open Tax Settings

1. Go to Configuration > Settings.
2. Click Tax Settings.

Direct link: /settings?activeTab=tax-settings

Add a Tax

1. Click Add New Tax.
2. Enter:
   • Tax name
   • Rate (%)
   • Required or optional status
3. Save.

Edit or Delete a Tax

From the tax table:

• Use the edit action to change name/rate/required status.
• Use the delete action to remove a tax.

Tax-Exempt Items

Product List items can be marked as tax exempt in the item editor.

When an item is marked tax exempt, it is excluded from tax calculations where that item is used.