Taxes

Tax definitions applied to fees and transactions.

Finance

Taxes list

Taxes define named tax rates (e.g. sales tax) that can be applied to fee heads and transactions where required.

Open it from the sidebar: Finance → Tax.

Create a tax

Add tax form

  1. Click Add Tax.
  2. Enter the name and the rate (percentage).
  3. Click Save.

Row actions

  • View / Edit — open or change the tax.
  • Duplicate — copy the definition.
  • Delete — only possible while the tax is unused.
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