Tax Configuration

Set up GST, VAT, and other taxes to ensure invoices and transactions are calculated accurately. Manage regions, rates, rounding, and product categories for full compliance and smooth operations.

Start Free Trial

Core Features

Complete tax setup and compliance management

Region Management

Enable countries and states where you operate for correct tax application.

Tax Rate Setup

Add, edit, and manage standard, reduced, and zero rates for each region.

Rounding Rules

Choose rounding methods for invoice totals (up, down, nearest) for accuracy.

Product Tax Categories

Assign correct tax category to each product for precise calculation.

Bulk Updates

Update rates and categories for multiple products or regions at once.

Audit Trail

Track changes to tax settings for compliance and troubleshooting purposes.

Key Workflows

Setting Up Tax Regions

  1. Enable your operating regions (countries/states) in the region list
  2. Add standard rates for each region
  3. Define reduced or zero rates if applicable
  4. Save changes and review audit log for compliance

Assigning Tax Categories

  1. Open product category panel
  2. Assign correct tax category to each product
  3. Use bulk update for multiple products efficiently
  4. Verify invoice totals on a test order

Setting Rounding Rules

  1. Open rounding panel and select preferred method
  2. Apply changes and test a sample invoice
  3. Adjust as needed to match your accounting policies

Ready to Ensure Tax Compliance?

Start configuring taxes accurately today

Get Started Free