Tax Rates Overview

Country: Select from the drop-down menu which Country the rate will apply to.

Name: Fill in the tax rate name. This will be visible to end-users when creating expenses.

Rate: Percentage (%) value of tax rate.

Sub rates: The rate will equal the sum of subrates (i.e. QST & GST)

Branch: Select from the drop-down menu which Branch the rate will apply to.

Code: Enter the Account Code that will show on your reports.

Status: A green toggle means active; a gray toggle means the rate is not active.

More Options: This is the 3 dots option beside the status switch.

Edit - Edit the existing tax rate set up.

Duplicate - This allows you to copy the same exact configuration for other countries or branches.

Delete - Delete the tax configuration. Please note that once deleted, we can no longer retrieve it.

Activate tax rate: Same as status, but can also be found in tax rate details.

Assign tax rate to branch: This allows you to assign a tax rate for each branch.

Apply tax rate to the following categories: This allows you to assign the tax rate to selected categories only.

NOTE: This setting will only show once you have selected a Branch.