Create and apply tax rates

Add a rate#

1. 1

   Open Tax Rates.

   In Settings, choose Tax Rates and the add action.

2. 2

   Name the rate.

   Enter a name you will recognize when selecting it on an invoice.

3. 3

   Enter the percentage.

   Use the percentage value directly. For example, a rate of 5% is entered as 5, not 0.05.

4. 4

   Tap Save.

   Return to the rate list and check the label and percentage.

Apply the rate to a sale#

1. 1

   Create an invoice.

   Add the customer and line items, then review quantities, prices, and delivery charges.

2. 2

   Choose Applicable Tax.

   Select your named rate, or No Tax if no rate should be applied.

3. 3

   Review the calculation.

   The current create screen applies the selected rate to subtotal plus delivery charges. Check Tax and Total Amount before saving.

Maintain rates without losing context#

Use clear names when your business needs more than one rate. Check the rate on every new invoice. Previously saved invoices keep their recorded amounts; reviewing a rate does not mean an old invoice has been recalculated.

If a rate is no longer used, inspect references before deleting it from the list. For corrections to issued invoices, contact support about the supported workflow in your app version.