Back to Tax rates
Quotes, contracts & invoices

Tax rates

Define the tax rates you charge and set a default for new quotes and invoices.

Tax rates are the percentages you apply to what you sell. Set them up once and they are available on every quote and invoice.

Adding rates

In Settings → Tax rates, add a rate with a name and percentage. Mark one as the default and new quotes and invoices pre-fill it.

Per-item override

The default is only a starting point. You can still pick a different rate on an individual line item when something is taxed differently. Archive a rate you no longer use; it stays on past documents that referenced it.