How to Manage Tax Categories
Tax categories allow you to define different tax rates that can be applied to invoice and proposal line items. Set them up once and reuse them across all your documents.
Accessing Tax Categories
Go to Workspace → Settings → Tax Categories from the sidebar.
Creating a Tax Category
- Click "Add Tax Category".
- Enter a name (e.g. "VAT", "Sales Tax", "GST").
- Enter the rate as a percentage (e.g. 19, 7, 21).
- Click "Save".
Editing and Deleting Tax Categories
From the tax categories list:
- Click "Edit" next to a tax category to update its name or rate.
- Click "Delete" to remove a tax category you no longer need.
Using Tax Categories
When creating or editing an invoice or proposal, you can assign a tax category to each line item. The tax amount is automatically calculated based on the rate and added to the total.
💡 Tip:
Create all commonly used tax rates before creating your first invoice. This saves time since you'll just select from a dropdown instead of entering rates manually each time.