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Tax rates let you apply tax consistently across your charges. Once you have created a tax rate, you can apply it to invoice and subscription line items and to prices, and it will be shown on the customer’s invoice.

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Create a tax rate

To create a tax rate, follow these steps:
  1. Navigate to the Tax rates page in the Dashboard.
  2. Click Create tax rate, or press N on your keyboard.
  3. Choose the Type: VAT, GST, Sales tax or Custom. If you choose Custom, enter a Name to show on customers’ receipts and invoices.
  4. Select the Country the tax rate applies to.
  5. Enter the Rate as a percentage, and choose whether it is Exclusive or Inclusive.
  6. Optionally add a Description.
  7. Click Create.

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Inclusive and exclusive tax

  • Exclusive: the tax is added on top of the line item amount.
  • Inclusive: the line item amount already includes the tax.

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Apply a tax rate

When you add a line item to an invoice or a subscription, use Use tax rate to select a tax rate for that item. You can also set a default tax rate on a price so it is applied automatically whenever the price is used.

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Archive a tax rate

Archiving keeps the tax rate for reporting but stops it being applied to new line items and prices. To archive a tax rate, follow these steps:
  1. Open the tax rate.
  2. Use the and select Archive. Select Activate to restore it.