How to set up taxes for products or services

How to Create a Tax

1. Click on your profile photo (or initials) in the top right corner of the screen.

2. Select "Services" from the dropdown menu that appears.

3. Click on the "Taxes" tab at the top of the page.

4. Click "Create Tax".

5. A form will appear. Complete the following fields:

   • Name — enter the tax name (for example: GST, HST, PST)

   • Percentage — enter the tax rate

6. Click "Save".

How to Edit an Existing Tax

1. In the Taxes tab, click on the name of the tax you want to edit.

2. Update the fields as needed.

3. Click "Save".

How to Delete a Tax

1. In the Taxes tab, click the "X" icon on the right side of the tax row.

Note: Deleting a tax will remove it from all future invoices. Review your services before deleting an active tax.