Tax rate settings

You can set your account's default tax rate and choose whether prices you type in the back-end include tax. You can also choose whether to display prices including or excluding tax on your website, and you can set other tax rates that can be assigned to specific products and services.‌

You can also set customer-specific tax rates. For example, you can apply the tax rate of the country the customer lives in. This tax rate overrides any default or item specific tax rates.

An invoice showing different tax rates‌

Setting or editing tax rates

1. If the side menu is not visible, click .
2. In the side menu, click Settings, then click Billing and Accounting.
3. Under Billing and Accounting, click Tax.
4. To set a default tax rate:

   1. If required, select one or both of the options displayed.

   2. Enter a default tax rate (see the first image below).

   3. Click Save Changes.

5. To include tax in the prices displayed on your website and shown in email notifications:

   1. In the Tax display section, set Display prices including tax on the website and email notifications to YES (see the second image below).

   2. Click Save changes.

6. To create a tax rate that you will apply to specific items you sell (they can be applied to individual items on the Finance > Tax Rates page):

   1. At the bottom of the page, click Add tax rate (see the third image below).

   2. Enter a name for the tax rate.

   3. Select a location to which the rate applies.

   4. Enter the tax rate.

7. Click Save changes.

Tax rate settings

Displaying tax rates on the member's portal

Adding a new tax rate

You can ask Monika how to set additional tax rates

Setting a customer-specific tax rate

1. If the side menu is not visible, click .
2. In the side menu, click Operations, then click Members and Contacts.
3. Do one of the following:

   • In the list of users, click the name of the customer.

   • In the search box at the top of the list, enter one or more letters of a name and search for matches.

   The customer's Summary page is displayed.

4. Under the customer name, select the Account tab.

5. In the Company Details section, click Special Tax Rate (see the image below).

6. Enter the tax rate you want to apply to this customer.

7. Click Save Changes.

Customer specific tax rates