Sales Taxes & Categories

You can manage your Sales Taxes and Sales Categories in Settings > Sales & Tax Categories.

Sales Taxes

Create a new Sales Tax

  1. Hit 'New Sales Tax'.
  2. Enter a Tax Name (this is for internal reference, it doesn't display on Quotes).
  3. Enter a Tax Rate %.
  4. Hit 'Save'.

Updating an existing Sales Tax

It's not possible to update the value of a Sales Tax. If you need to change any Sales Tax, you will need to create a new Sales Tax, then (if relevant) change the default and apply it to any relevant Template Price Items.

Set the default Sales Tax

  1. Click to edit the Sales Tax which you'd like to have as the default.
  2. Hit 'Actions' (top right) and select 'Make default'.
  3. And you're done – it's now the default for new Price Items.

Archive a Sales Tax

  1. Click to edit the Sales Tax which you no longer need.
  2. Hit 'Actions' (top right) and select 'Archive'.
  3. It's now archived, though you can access it in the future from the 'Filter by' drop-down.

Sales Categories

Sales Categories provide a way to categorize Price Items. You can also set the default Sales Tax for a Sales Category.

If you integrate with Xero or QuickBooks Online, specifying a Sales Category in the Quote will flow right through to the invoice and chart of accounts.

Create a new Sales Category

  1. Hit 'New Sales Category'.
  2. Enter a Category Name (this is for internal reference, it doesn't display on Quotes).
  3. Optionally enter a Description.
  4. Match to a Default Tax Rate (which means this Sales Tax will be applied when this Sales Category is selected).
  5. Match to an integration category (if you integrate with Xero or QuickBooks Online).
  6. Hit 'Save'.

Set a default Sales Category

  1. Click to edit the Sales Category which you'd like to have as the new default.
  2. Hit 'Actions' (top right) and select 'Make default'.
  3. And you're done – it's now the default for new Price Items.

Archive a Sales Category

  1. Click to edit the Sales Category which you no longer need.
  2. Hit 'Actions' (top right) and select 'Archive'.
  3. It's now archived, though you can access it in the future from the 'Filter by' drop-down.

IMPORTANT: Archived Sales Taxes and Sales Categories will be also be removed from any corresponding Template Price Items, so you may want to update any Template Price Items with a new Sales Tax or Sales Category.

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