How to Manage Tax Categories
Tax categories allow you to apply different tax rates to line items in your invoices. Here's how to manage them:
Accessing Tax Categories
Go to Workspace Settings → Tax Categories, or visit /workspace/{company_id}/settings/tax.
Default Tax Category
When you first set up your account, a default tax category is created. You can edit this or create additional categories.
Creating a Tax Category
To create a new tax category:
- Enter a Category Name (e.g., "Sales Tax", "VAT", "GST")
- Enter the Tax Rate as a percentage (e.g., 10 for 10%)
- Click "Add Tax Category"
Editing a Tax Category
Click the "Edit" button next to any tax category to modify its name or rate.
Using Tax Categories
When creating invoices, you can select a tax category for each line item. The tax will be calculated automatically based on the rate you've set.
💡 Tip:
Create separate tax categories for different tax types (e.g., state tax, federal tax) to accurately track and report taxes.