Where can I customize sales taxes?

To add new sales taxes, go to Settings ➝ Taxes ➝ Add New Tax

To update taxes go to, Settings ➝ Taxes ➝ click on the pencil icon on the grid

What is Tax Group? How do I create it?

You can create a Tax Group if you use more then one sales tax for your products.

To create Tax Group go to, Settings ➝ Taxes ➝ Add New Tax Group

Note: When you create a new product or task you will be able to assign a tax group for it.

How will taxes be calculated for my products?

Your taxes are customized as a percentage.
The amount of tax will be calculated based on a product’s or task’s cost.
Product and tax costs will initially exclude tax and If the tax needs to be applied, it will be calculated and presented on your estimate and invoice.

Tax as a value, not percentage

Sometimes you need to use taxes as a value. To be able to do that, you need to create an Invoice Template first: go to Settings -> Stationary Templates, more details here.

In the Item Tables once you click on the Tax column:

You will see the button pop-up, make sure it’s on:

Don’t forget to hit Save when done with the Item Tables Settings, save the new template and also save this template as default:

You can also choose this template as a default one for your client:

Now on the Invoices, you will see the tax as a value:

And not as a percentage as it was before:

Once creating an Invoice, please make sure you are using the correct template in the preview.

Note: If there was a discount on the invoice, we show the tax amount without the discount on the line item and the final tax amount in the total, after the discount was applied:

If you want to set your sales taxes, go to the Settings ➝ Taxes. Here you can add Taxes or Tax Groups that you will use on Invoices, Taxes, and Items.

You can even set one of the taxes as default, so each time you will create an item or a task, this tax will be chosen by default.

In case you don’t pick a default tax, the tax field available on tasks/items will stay empty.

What is a Tax Group? How do I create it?

You can create a Tax Group if you use more then one sales tax for your products.
To create Tax Group go to, Settings ➝ Taxes ➝ Add New Tax Group

Note: When you create a new product or task you will be able to assign a tax group for it.

You will also be able to add a grouped taxes amount to the product cost when you raise an invoice or estimate.

Delete Taxes

As log as a tax is not used in tasks or items you can delete it. If the tax is used in any task or any item you can not delete it. There are two possibilities:

1) You can rename the tax and change values. In this case the system will automatically mark the “old” tac as inactive and will create a new tax with the values you entered

2) You must find all items and task where the tax is used and apply on that task/item another tax.