Assigning Tax Rates
  • 21 Nov 2022
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Assigning Tax Rates

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Once you've added all your custom tax rates, you can assign them to the different items you sell.

Sales items that don't have any assigned tax rate will be taxed your default tax rate.
Planning on using our Xero, Quickbooks Online or Moloni integration?

Make sure you create and assign tax rates following our guide on Preparing Your Accounting Integration.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Settings > Invoices and tax > Chart.

  3. Click on the image682 icon in the Tax column.

  4. Select the relevant tax rate.

Repeat the process for every listed item that should have a custom tax rate.

All set! The selected items now have a tax rate. All items invoiced prior to your edits won't be updated.

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