Tax Management
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Tax Management Module — Setup Guide
Use the Tax Management module to define your company’s taxes and extra charges, then apply them correctly across invoices, quotes, and sales orders.
Go to Settings → Inventory → Tax Calculations to configure and manage your company’s tax setup.
1. Taxes — Add & Manage Taxes (Sales Tax, VAT, etc.)
This tab is where you create the tax entries your business uses.
How to add a tax:
Click Add Tax.
Enter Tax Name (e.g., “Sales Tax”, “VAT”).
Choose Type:
Fixed — a flat amount per item or invoice.
Variable — a percentage that depends on region or rules.
Select Calculation Method (e.g., on item price, on subtotal, after discounts).
Enter Tax Value (percentage or fixed amount).
Set Status to Active or Inactive to enable or disable the tax.
Save.
2. Charges (& Its Taxes) — Create Extra Charges (Shipping, Handling)
Charges are additional line items that may also be taxable.
How to add a charge:
Click Add Charge.
Enter Charge Name (e.g., “Shipping & Handling”).
Set a Default Value (fixed amount or percentage).
Toggle Is Taxable:
Yes — this charge will be taxed.
No — no tax applied to this charge.
If taxable, assign Taxes from the Taxes tab — select which tax(s) apply to this charge.
Save.
3. Tax Regions — Map Taxes to Geographical Areas
Regions let you apply variable/region-specific taxes (e.g., different VAT rates by country or state).
How to use Tax Regions:
Add a Region (country, state, or territory) — e.g., Pakistan, US – California, UK.
Link applicable Variable Taxes to each region, or specify rate overrides.
When creating invoices/quotes/orders, the system uses the customer’s region to apply the correct tax automatically.
Why this matters:
Regions ensure tax rates are accurate for cross-border sales and local regulations.
They prevent manual errors and speed up document creation.
Best Practices & Quick Tips
Start simple
Add common taxes and charges first, then expand as needed.
Keep records
Deactivate unused taxes rather than deleting them to keep historical accuracy.
Test with sample documents
Create a test invoice to confirm taxes and charges calculate correctly.
Document rules
Note calculation methods and region rules in an internal help doc for the team.
