Setting Up Tax Configuration

Tax Configuration lets you set up your company's tax information and create the tax rates you'll use when billing customers.

You can configure your company's tax identification details, choose whether your prices include tax, and create tax rates to apply to your products, classes, and other charges.

Step 1: Enable Tax Configuration

1. Go to Settings from the left-hand menu.
2. Under Billing, select Tax Configuration.
3. Click Enable.

Once enabled, you can configure your company's tax details and create tax rates.

Step 2: Add Your Tax Identification Details

1. Click Edit.
2. Enter your Tax identification label. This identifies the type of tax number your company uses and will appear on invoices.
3. Enter your Tax identification number.
4. Under Tax calculation, choose how tax should be handled:
   • Tax exclusive – Tax is added to the price at checkout.
   • Tax inclusive – Tax is already included in the prices you enter.
5. Click Save.

Step 3: Create a Tax Rate

Once you've configured your tax details, you can create the tax rates you'll use when billing customers.

1. Click Create.
2. Enter the Tax label.
3. Enter the Tax amount.
4. Click Create to save the tax rate.

If you need to create more than one tax rate, click Create and add another instead.

You can now select your tax rates when setting up classes, products, and other applicable charges.