Tax configuration

Settings5 min readUpdated 27 Apr 2026

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, not 0.18.
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.

Don't change the rate on an existing rule mid-year. Past invoices read "GST 18%" from the rule, so editing the rule rewrites how history displays. Instead: deactivate the old rule and create a new one. The old name on old invoices stays correct.

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.