Taxes

The Taxes section allows you to define and manage tax rates applied to order types in the app (Sell, Buy, and Make).

Taxes help ensure:

• Accurate pricing and calculations
• Compliance with regional tax requirements
• Consistent application across transactions

Only workspace admins can open Settings → Finance → Taxes; managers and staff do not see this area in Settings. Creating, editing, archiving, or bulk-removing rates requires a membership-based admin role on the organization (not admin granted only via account metadata) and a paid plan (Standard, Pro, or Enterprise). On the Free plan you can view existing rates but not change them—upgrade messaging appears for create/edit actions.

Overview of Taxes Page

In the app, open Settings → Finance → Taxes (sidebar group Finance, leaf Taxes). The in-app route is /settings/taxes/taxes (sign in required). There you can:

• View all tax rates
• Filter tax rates
• Create new tax rates
• Edit existing tax rates
• Remove (archive) single or multiple tax rates when your plan allows

Each tax rate includes:

• Tax Name
• Tax Rate (%)
• Applies To (Order Type) — Sell, Buy, or Make
• Status (Active / Inactive) — inactive rates are not applied
• Default (optional) — set only when editing a rate; marks the default for that scope where the product uses it

Filtering Tax Rates

1. Use filters available in the table (e.g., Tax Name, Tax Rate, Status)
2. The list will update automatically based on selected filters

Create a Tax Rate

1. Click Create Tax Rate
2. Enter:
   • Tax Name
   • Tax Rate (%)
   • Apply to Order — Sell, Buy, or Make
   • Status (Active or Inactive)
3. Click Save

New rates are created as non-default; use Edit to mark a rate as Default if needed.

The new tax rate will appear in the list immediately.

Editing a Tax Rate

1. Click the Edit icon beside a tax rate
2. Update:
   • Tax Name
   • Tax Rate
   • Apply to Order
   • Status
   • Default (whether this rate is the default for its configuration)
3. Click Save

Removing Tax Rates

• Single removal
  • Open Edit on a rate and use Delete, or use the row Delete action
  • Confirm the action
• Bulk removal
  • Select multiple tax rates using checkboxes
  • Click Delete
  • Confirm the action

These actions archive the rates (they show as Inactive and no longer apply). You can still change status or other fields by editing a rate when your plan allows mutations.

How Taxes Are Applied

• Taxes are applied based on the selected order type (Sell, Buy, or Make)
• Only Active tax rates are used in calculations
• The product applies the configured rate during order processing for that type

Status Management

• Active - Tax is applied to applicable orders
• Inactive - Tax is not applied but remains in the system for reference

Mejores prácticas

To maintain accuracy and consistency:

1. Use Clear and Standard Naming
   • Use recognizable names (e.g., VAT 12%, Sales Tax 10%)
   • Avoid duplicates or vague names
2. Avoid Frequent Changes to Active Taxes
   • Changing tax rates impacts financial calculations
   • Instead of editing, consider creating a new tax rate and deactivating the old one
3. Keep Historical Data Intact
   • Prefer Inactive instead of removing rates that appear on past transactions
   • Removing a rate archives it; inactive rates stay visible for reference
4. Ensure Correct Order Mapping
   • Double-check which order type the tax applies to
   • Incorrect mapping can lead to wrong pricing
5. Limit Active Overlaps
   • Avoid multiple active taxes for the same order type unless intended
   • Ensure clear rules on how taxes should be applied
6. Validate Tax Rates Before Saving
   • Ensure correct percentage values
   • Prevent incorrect entries (e.g., negative or unrealistic values)