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Add a tax rate

Add a tax rate

  1. Go to the Configuration menu → System Values: Basic → Tax Rates.

    Tax rates.png

     

  2. Click the Add button on top of the Tax Rates table. You will be directed to the Add Tax Rate page.

    TR2.png

     

  3. In the Name field, provide the name of the new tax rate.

  4. In the Tax Percentage Value field, provide the value of the new tax.

  5. (Optional, e-invoicing-related) If you are using the e-invoicing functionality, fill out the following fields:

    1. Tax Category Code.

    2. Tax Exemption Reason.

    3. Tax Exemption Reason Code.
      For details, see Configure the automatic creation of XML invoice files for Peppol BIS Billing 3.0 e-invoicing standard.

  6. Decide whether this tax rate should be Active and thus selectable.

  7. Decide whether this tax rate should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  8. Decide whether this tax rate should be a Default one.

  9. Click the Save button.