🔵 Why This Page Matters
📚 The Taxes page is your go-to tool to ensure tax compliance at the billing location level.
With this page, you can:
🏢 Assign tax rates to each billing location, including your Default Company Billing Address.
🧮 Automatically apply the correct tax percentage when generating invoices.
⚙️ Update tax settings when business or jurisdictional rules change.
🧾 Maintain a transparent tax history per client location.
✅ In short: it ensures your invoicing is tax-accurate, location-specific, and compliant!
🟢 What You Can Do Here
👀 View tax rates assigned to each billing location.
➕ Add new tax rates for your company’s billing addresses.
✏️ Edit existing tax percentages (location cannot be changed).
🧾 Ensure that tax rates are automatically reflected in invoices (new or regenerated only).
🚫 Disable tax functionality for tax-exempt clients using a toggle.
🚀 How to Manage Taxes
🔘 Enable or Disable Taxes
Navigate to:
Company Settings > TaxesUse the Apply Taxes toggle:
🟢 On = Tax configuration table and "Add Tax" button are enabled.
🔴 Off = Tax functionality is disabled, and all related actions are locked.
➕ Adding a Tax Rate
Click Add Tax.
Select a Billing Location:
Includes:
🏢 Default Company Billing Address
📍 All active billing locations from the Billing Location & Overtime section.
Enter Tax Percentage:
Format:
✅ Up to 4 digits after the decimal (e.g.,
13.0001)✅ Before decimal: 0–99 range
Click Save.
✏️ Editing a Tax Rate
Click the three-dot menu beside a tax entry.
Select Edit.
Update only the Tax Percentage field.
📍 Location is fixed and cannot be changed.
Save changes.
📝 Note: Updates apply only to newly generated or regenerated invoices. Existing invoices will not auto-update.
📌 Points to Remember
📍 You can only assign one tax rate per billing location.
📍 If tax is disabled, all inputs and editing are locked.
📍 Tax Percentage Format:
Maximum:
99.9999Precision: 4 decimal places allowed
📍 Edit only the tax %, not the billing location.
📍 Changes affect future invoices — to reflect new tax rates on old ones, the invoice must be regenerated.
💡 Quick Tips
🧠 Keep your tax rates updated when government rates change.
🗂 Name billing locations clearly for easier selection.
🔒 The toggle should be used with caution — changing it impacts the entire invoicing module.
📤 Tax rates directly affect what appears in the invoice total, so accuracy is critical.