Get tax right once and you'll never think about it again. Get it wrong and every invoice is wrong. Spend 10 minutes here on day one.
Opening
Settings → Taxes. Lists existing tax rules. Most shops only need 1–2 rules.
Creating a rule
- Click New tax rule.
- Name — what shows on the invoice line. "GST 18%", "VAT 20%", "Sales Tax 8.5%".
- Rate (%) — the percentage.
18, not0.18. - Applied to — pick one:
- Labour — services only.
- Parts — parts only.
- Both — applies to the whole sub-total. Most common.
- Services — only items marked as "service" type (rare).
- Active — defaults on.
Multiple rules
Some jurisdictions split tax — labour at one rate, parts at another. Create two rules:
- "GST on services 18%" — Applied to: Labour.
- "GST on parts 28%" — Applied to: Parts.
Both rules show as separate lines on the invoice; the customer sees the breakdown.
Overriding per-estimate
On any estimate, click the tax line to override the calculated tax. Useful for one-offs ("export sale, no tax", a B2B customer with a tax exemption certificate). The override is captured on that single estimate / invoice — it doesn't change your tax rule.
Tax in invoices & exports
Tax breakdown is on every issued invoice. The invoices CSV export (Invoices → Export) includes the tax columns — useful for your accountant or for filing GST/VAT returns.