Tax rates

Tax rates are your firm's reusable catalog of taxes (for example VAT, GST, or Sales Tax) that you can reference when billing clients. Each rate records a name, an optional description, the country it applies to, and a percentage. You manage this catalog once under Settings, then keep it tidy as your billing needs change.

Before you begin

• Where it lives: Tax rates are in your firm settings, under Settings > Tax.

• Permissions: What you can do depends on your role.

  • To open the page and see the list, you need View access for taxes (firm owners always have it).
  • To add a rate, you need Create access. If you do not have it, the Add tax button will not appear.
  • To edit, archive, or restore a rate, you need Update access. Without it, the Edit button, the per-row menu, and the bulk actions are hidden.
  • To delete a rate, you need Delete access.

  If your role is view-only, you can browse and search the list, but the action controls will not be shown.

View and search the tax rates list

The Tax page shows every rate in your firm as a sortable, searchable table. Each row displays the rate's name (with a small flag for its country), its percentage, its status, who created and last updated it, and when it was last changed.

1. In the sidebar, open Settings, then click Tax.
2. Use the tabs above the table to choose which rates you see:
   • All shows both active and archived rates together.
   • Active (the default) shows only rates you are currently using.
   • Archived shows only rates you have set aside.
3. To find a specific rate, type in the Search taxes box. The search matches a rate's name and description, and the list updates as you type.
4. To clear an active search, click Clear filters (it appears next to the search box only when a search is in place), or simply empty the box.

Sorting the columns

Most columns can be sorted so the rates you care about float to the top.

1. Click a column heading, such as Name, Rate, Status, Created by, Updated by, or Last updated.
2. In the small menu that opens, choose Asc for ascending order or Desc for descending order.
3. To remove a column from view, choose Hide in that same menu. You can bring hidden columns back from the Toggle columns button (the gear icon) on the right of the toolbar.

Reading the status badge

Every rate carries a status badge:

• Active means the rate is in your working catalog and ready to reference.
• Archived means you have set the rate aside. It stays in the system for reference and reporting but is kept out of your default Active view.

Create a tax rate

Adding a tax rate takes a few seconds. New rates are created as Active so they are ready to use right away.

1. On the Tax page, click Add tax in the top right. The Create tax dialog opens.
2. Fill in the fields:
   • Name (required): A short, recognizable label, for example Sales Tax, VAT, or GST. Up to 64 characters.
   • Country (required): The country the tax applies to. Start typing to search the list and select a country. The picker defaults to your firm's country.
   • Rate (%) (required): The tax percentage as a number between 0 and 100. You can enter decimals, for example 7.25. The field accepts up to two decimal places.
   • Description (optional): A short note explaining the tax. This copy is meant to be shown beneath the tax name in dropdowns so staff know when to use it. Up to 2048 characters.
3. Click Create tax to save. While it saves, the button shows Creating....

When the rate is saved, a Tax created confirmation appears, the dialog closes, and the new rate shows up in the table as Active.

Field rules and validation

If a required field is empty or out of range, the dialog highlights the field and shows a message at the top. Common rules:

• Name cannot be blank and must be 64 characters or fewer.
• Country must be a real country selected from the list.
• Rate (%) must be a number from 0 to 100. Blank, negative, or over-100 values are rejected.
• Description must be 2048 characters or fewer.

Edit a tax rate

You can update a rate's name, description, country, or percentage at any time.

1. On the Tax page, find the rate you want to change.
2. Click Edit at the start of that row. The Edit tax dialog opens with the current details filled in.
3. Change any of the Name, Country, Rate (%), or Description fields. The same rules from Create a tax rate apply.
4. Click Save changes. While it saves, the button shows Saving....

A Tax updated confirmation appears and the table refreshes with your changes.

Archive and restore a tax rate

Archiving is the safe way to retire a rate you no longer use without losing it. Archived rates stay in your records and can be brought back at any time.

Archive a single rate

1. Find an Active rate in the table.
2. Click the ... (more actions) icon at the start of the row.
3. Choose Archive. The rate moves to Archived straight away (there is no extra confirmation for a single row).

A confirmation toast appears, for example 'Sales Tax' archived, and the rate leaves the Active view. Switch to the Archived or All tab to see it.

Restore a single rate

1. Switch to the Archived (or All) tab to find the archived rate.
2. Click the ... (more actions) icon on that row.
3. Choose Restore. The rate returns to Active and reappears in your working catalog.

Archive or restore several rates at once

When several rates need the same change, use bulk actions.

1. Select the rows you want by ticking the checkbox at the start of each one, or tick the header checkbox to select the whole page.
2. A bulk-actions control appears in the toolbar. Choose the action you need:
   • Archive moves the selected Active rates to Archived. You are asked to confirm with Archive selected taxes?; click Archive taxes to proceed.
   • Restore returns the selected Archived rates to Active.
3. A summary toast confirms how many rates were changed (for example 2 taxes archived).

Delete a tax rate

Deleting permanently removes a rate from your catalog. To keep your data tidy and prevent mistakes, you can only delete a rate that is already Archived, so archiving acts as a deliberate first step.

1. Make sure the rate is Archived. If it is still active, archive it first (see Archive and restore a tax rate).
2. On the Archived (or All) tab, click the ... (more actions) icon on the rate's row.
3. Choose Delete. The Delete tax? confirmation dialog opens and warns that the rate will be permanently removed and that this can't be undone.
4. Click Delete tax to confirm. While it processes, the button shows Deleting....

A confirmation toast appears, for example 'Sales Tax' deleted, and the rate is removed from the list.

You can also delete several archived rates together: select them, choose Delete from the bulk-actions menu, then confirm with Delete taxes in the Delete selected taxes? dialog.

Archive versus delete

Choose Archive when you simply want a rate out of the way. Choose Delete only when you are sure you will never need it again.

How tax rates apply to invoice tax totals

The Tax page is a convenience catalog that keeps your common tax names and percentages in one organized place. It is a reference, not an automatic calculation engine.

What this means in practice:

• When you build an invoice, the tax amount on a line item and the invoice's overall tax total are set on the invoice itself, using the rates and amounts you enter there. (See Creating and sending invoices and Invoice templates and the builder.)
• Because invoice tax is recorded directly on the invoice, editing, archiving, or deleting a rate in this catalog does not retroactively change any invoice you have already created. Past invoices keep the tax they were saved with.
• Keeping the catalog accurate still matters: clear, consistent rate names and percentages make billing faster and reduce mistakes when your team enters tax on new invoices.

Common questions

Why can't I delete an active rate? By design. A rate must be Archived before it can be deleted, so archiving is a clear, reversible first step before any permanent removal.

I don't see the Add tax button. Your role does not include Create access for taxes. Ask a firm owner or an administrator to grant it, or to add the rate for you. See Roles and permissions.

Where did my archived rate go? Archived rates are hidden from the default Active view. Switch to the Archived or All tab to find them, then use Restore to bring one back.

Does adding a rate here charge anyone? No. Nothing is billed from this page. It only stores rate definitions for you to reference when invoicing.

Related

• Creating and sending invoices
• Invoice templates and the builder
• The billing overview dashboard
• Activity categories and rates
• Roles and permissions
• Your firm profile and details