How to Add a New Tax Rate

Overview
Define VAT or other tax rates so they can be applied on invoices and estimates.

Steps

1. Navigate to Settings > Tax Settings.

2. Click Add Tax.

3. In the modal, enter:

   • Tax Name (e.g. “VAT”, “Sales Tax”)

   • Rate % (e.g. 8)

4. Click Save. The new rate appears in the list and in your invoice/estimate tax dropdowns.

Tips

• Use clear, standardized names (e.g. “VAT 8%”) to avoid confusion if you have multiple rates.

• If you operate in multiple jurisdictions, add separate entries per region.

Troubleshooting / FAQs

• Q: I can’t save — “Rate %” shows error.

  • A: Enter a numeric value without the “%” symbol (e.g. type 8, not 8%).

• Q: Old invoices didn’t pick up the new rate.

  • A: Tax rates apply only at time of invoice creation; edit the invoice manually to update.