Currently, the system applies a single tax rate to all categories (services, travel, mileage, and expenses). While setting individual tax rates per category is not yet available, this feature is already in development. We will notify users once it is released.
Below are instructions for adding, creating, and editing tax rates in the current system.
Adding or Creating a Tax Rate
Follow these steps to add a new tax rate:
- Open an invoice: Navigate to the invoice where you want to apply the tax.
- Click the Select Tax button: This is located below the invoice details.
- Use the Add Tax modal:
- Select an existing tax label from the list, or
- Click Add Another Tax to create a new one.
- Enter tax details (for new taxes):
- Tax Label: Name your tax (e.g., "GST").
- Tax Rate: Enter the percentage (e.g., 10%).
- Auto-add to New Invoices: Toggle this option to apply the tax automatically to future invoices.
- Click Save to add the tax to your list.
- Select the tax and click Confirm to apply it to the invoice.
Editing an Existing Tax Rate
To modify a tax rate:
- Open an invoice or create a blank invoice.
- Click the Select Tax button: This is located below the invoice details.
- Click the dropdown button to see all existing tax rates
- Click the Edit button next to the tax rate you wish to modify.
- Make your changes—adjust the label, rate, or toggle the Auto-add to New Invoices option—then click Save to apply your updates.
