Tax settings

Tax settings define the tax rates you charge and how they’re applied to sales orders, purchase orders, and invoices.

Add a tax rate

1. Go to Settings → Tax.
2. Click New tax rate.
3. Enter a name (e.g. Standard VAT) and the percentage.
4. Mark one rate as your default so it’s pre-selected on new documents.
5. Save. The rate is now available to apply to line items and orders.

How tax is applied

Option	Effect
Default rate	Pre-fills on new orders and documents
Per-line tax	Each line item can use its own rate
Tax-inclusive pricing	Prices already include tax; totals back it out
Tax-exclusive pricing	Tax is added on top of the price

You can override the rate on any individual order or line item without changing the account default.

Fiddle applies the tax rates you configure but is not a substitute for tax advice. Confirm the correct rates and rules for your jurisdiction with your accountant.

Customers or suppliers who are tax-exempt can have a 0% rate applied per order, keeping the line on the document while charging no tax.

Next steps

Set up your measurement and currency formatting in units and measurement settings.