InvoiceOwl makes it easy to manage your business tax rates. Here is how:
- Click Settings in the left sidebar.
- Under the Business section, click Tax Rates.
- On the Tax Rates page you can:
- Add a new tax -- Click the Add Tax button in the top right corner. Fill in the tax name, rate, type (exclusive or inclusive), and auto-apply preferences, then click Create Tax.
- Edit a tax -- Click on any tax in the list to open the edit page. You can change the name and auto-apply settings.
- Archive a tax -- Click the three-dot menu on a tax row and select Archive to hide it from future use.
- View archived taxes -- Turn on the Show archived toggle to see archived taxes. You can unarchive them from the same three-dot menu.
Each tax shows its name, rate, type (exclusive/inclusive), and whether it auto-applies to parts and labor.
On the Mobile App
- Tap the More tab (bottom right).
- Tap Settings.
- Tap Tax Rates.
- From here you can:
- Tap the + icon to add a new tax rate
- Tap an existing tax to edit it
- Tap the trash icon to delete a tax rate
Pull down on the list to refresh.