Setting and Managing Tax Codes on Products

Overview
Assign the correct tax rate (VAT, GST, etc.) to each product so purchase orders and bills calculate taxes automatically.

Steps

1. In Add Products, click the Tax dropdown and then Add.

2. In the Tax popup, enter Tax Name (e.g. “VAT”) and Rate % (e.g. 8).

3. Click Save.

4. Back in the product form, select the newly created tax code.

5. Save the product.

Tips

• Use clear tax names matching your accounting (e.g. “GST_5%”).

• Reuse tax codes across products to simplify rate changes.

Troubleshooting

• Tax not listed? Confirm you saved it in the popup and the popup closed successfully.

• Wrong tax on PO? Check “Calculate Tax” setting on purchase orders (Before vs. After Discount).