Taxes

Configure tax rates and the company tax information shown on invoices in Workspace Settings > Modules > Billing > Taxes. Management requires manage_workspace_settings and access to the Billing module.

Create a Tax Rate

1. Add a rate with a clear name and a percentage from 0 to 100.
2. Choose its calculation type:
   • Exclusive: Tax is added to the price.
   • Inclusive: Tax is included in the price.
3. Add a country and region if needed, or leave it global.
4. Set its active status and whether it is the default.
5. Save and check a representative invoice or checkout.

The default rate is kept active. Rates can be enabled or disabled; use the available management actions to change or delete an unused rate. Review existing billing records before changing a rate already in use.

Company Tax Information

Enable Show tax information on invoice to configure the company's tax type and number, company name, address, and country. Save this section separately after editing it.

This information identifies your business on the invoice; it is separate from the percentage used to calculate tax.

Check Billing Totals

Tax selection and defaults depend on the invoice or purchase flow. Review the selected rate and whether the price includes tax before sending an invoice or sharing a checkout. The configured country and region describe the rate; do not assume AgencyPro determines every customer's legal tax obligations automatically.

Troubleshooting

• No tax shown: Check the rate's active/default settings and the rate selected in the billing flow.
• Total differs from expectation: Check inclusive versus exclusive calculation and the percentage.
• Company details missing on PDF: Enable invoice tax information and save the company details.