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What this page is for

Tax Settings is where you maintain tax classes and their rates. Packages and invoice items can then use the appropriate class when totals are calculated. When adding or editing a class, check its name, rate, and any regional rules required by your business. Test an invoice after a significant change so the displayed subtotal, tax, and total are correct.

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Tax class options

  • Name: The label staff select when assigning tax treatment.
  • Rate: The percentage applied to taxable amounts.
  • Region or zone rules: Where configured, limits the rate to the relevant country, county, or state.
Tax classes are referenced by packages, invoice lines, and late-fee settings. Changing a class can affect new calculations, so review existing package assignments before renaming or deleting one.

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Tax zones and rates

  • Tax zone name: A label for a geographic group.
  • Country: Chooses which counties or states are available in the zone editor.
  • Counties: Select at least one county or state for the zone. Use Select all or Select none to manage the list quickly.
  • Class name: The tax treatment staff select on packages and invoice items.
  • Default tax class: Applies the class to new products by default.
  • Rate by zone: The percentage charged for that class in each tax zone.
Create zones before adding zone-specific rates. A tax class can exist without rates, but it will not calculate regional tax until a rate is defined.