Taxes

Configure tax rates for invoices, estimates, and sales orders.

Overview

The Taxes settings let you define tax rates that can be applied to line items on invoices, estimates, and sales orders.

What You Can Do

  • View tax rates — See all configured tax rates with their names and percentages
  • Add new tax rates — Create custom tax rates with a name and percentage
  • Edit tax rates — Modify existing tax rate names and percentages
  • Delete tax rates — Remove tax rates that are no longer needed

How to Access

Navigate to Settings → Taxes from the main navigation menu. This setting is available when the Sales Taxes module is enabled.