How to add/edit custom TAX?

You can manage your tax rates by following these steps:

To add a new tax:

1. Click Settings in the left sidebar.
2. Under the Business section, click Tax Rates.
3. Click the Add Tax button in the top right corner.
4. Fill in:
   • Tax Name -- A name for this tax (e.g., Sales Tax, GST).
   • Tax Rate (%) -- The percentage rate.
   • Tax Type -- Exclusive (added on top) or Inclusive (included in price).
   • Auto-apply -- Check the boxes to automatically apply this tax to all new parts/products or labor items.
5. Click Create Tax.

To edit an existing tax:

1. Go to Settings > Tax Rates.
2. Click on the tax you want to edit.
3. You can update the Tax Name and Auto-apply settings.
4. Click Update Tax.

Note: The tax rate and tax type cannot be changed after creation. If you need a different rate, archive the existing tax and create a new one. Changes to a tax only apply to new documents -- existing invoices and quotes are not affected.

On the Mobile App

To add a new tax:

1. Tap the More tab (bottom right).
2. Tap Settings.
3. Tap Tax Rates.
4. Tap the + icon in the top right.
5. Fill in the Tax Name, Rate, and Type.
6. Tap Create Tax.

To edit a tax:

1. Go to More > Settings > Tax Rates.
2. Tap the tax you want to edit.
3. Update the fields and save.