Taxes

Manage tax rates and workspace tax settings used across billing.

Access

• Workspace Settings > Taxes
• Permissions: manage_workspace_settings

Tax Rates

• Create, edit, delete tax rates
• Toggle active/inactive
• Set a default tax rate
• Configure tax name, rate (%), and jurisdiction

Workspace Tax Settings

• Default behavior for applying taxes
• Tax exemptions (where applicable)
• Combine rates and rounding rules (if enabled)

Usage

• Applied to invoice line items and totals
• Displayed on checkout and invoice PDFs

Best Practices

• Consult accounting professional for compliance
• Keep rates and jurisdictions updated
• Use clear naming for rates

Troubleshooting

• Tax not applied: Check active status and defaults
• Wrong amount: Verify rate, rounding, and taxable items