How to create taxes in the catalog?

Go to the Catalog section - in the left-hand navigation bar on the web and in the team settings menu when you click the top left menu button.

Go to Taxes and select “Create”

Fill in the required fields -

1) Name

2) Tax rate (in %)

3) Apply Tax to Items - Choose between 2 options -

  • All items - This option automatically adds this tax to all current and future items created.
  • Select items - This option allows you to select the individual items this tax rate will apply to. You can also add it to one-time items you create while creating an invoice.

4) Apply Tax to Service charges - Choose between 2 options -

  1. All service charges - This option automatically adds this tax to all current and future service charges created.
  2. Select service charges - This option allows you to select the individual service charges this tax rate will apply to. You can also add it to any one-time service charges you create while creating an invoice.

Click on Save

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