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Setting Up Tax Rates

Adding tax rates for foreign currencies, Create new tax rates

Updated yesterday

Edition: Enterprise

User-level: Director, System Administrator


Creating tax rates enables you to apply them to expenses and invoice stages.


  1. Organisation menu> Settings > Financial > Tax

  2. Select Add in the top-right corner of the page

  3. Enter the tax Code (shown to clients in invoices, eg. GST, VAT)

  4. Enter tax Description

  5. Fill in the Component section with Name, Rate and Compound

  6. Select Save

Example below:

After the tax rate is added, it will be available for use in new projects. The Code entered will appear in invoice templates where tax is applicable.


Tips!

  • You can set up multiple tax rates, including tax rates for projects using foreign currencies


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