Home > Company Setup > Setting Up And Using Taxes

Setting Up And Using Taxes

Setup > Company > Taxes

Taxes contains defaults on tax rates and validity. To add a tax account, create an account in the COA. Check at least one of the”tax” checkboxes within the 'Include in drop-down menus' sections.




  • Rate (%) - the rate to be applied to the sales amount
  • Number - the tax reporting number to be used for this tax (can be left blank)
  • Valid To Date - the date this rate is valid to (can be left blank)

Working with Taxes

To use taxes on Receivables or Payable items (Transactions/Quotes/Orders/Invoices) firstly the tax must be setup as per above.
Secondly, the tax must be applied to the Customer or Vendor
Once the tax is associated to the customer or vendor, the tax line will then appear on transactions.