Go to the Settings Page #
Open the Settings page by clicking your name in the top right and then Settings.
Go to the Tax Rates Settings Page #
From the Settings page, find the Company Settings section and click on the Tax Rates link.
Click on the Add a Tax Rate button #
To add a new Tax Rate, click the Add a Tax Rate button, or to edit a current tax rate, click the name in the tax rate table.
Enter the Tax Rate Details #
When the form appears, complete all the required details. The Tax Name is the name reference used for that tax rate and will appear throughout the software and on any printed/email quotes and invoices. The Tax Rate is the percentage of the tax rate – just enter numbers in this box, no percentage mark required (e.g. 20, 6.5, 10 etc.).
If this is the default tax rate for your company, toggle the Default Tax Rate setting to Yes.
If you are using a multi company/store setup, you will see an option to select the stores that this tax rate is assigned to. If you want this tax rate available to all stores, simply leave this blank, or select each individual store that can use this tax rate.
Save the Tax Rate #
When you have finished entering the tax rate details, simply click the Save button at the bottom of the page.
