Set your tax rates, tax name and fiscal year. These settings apply to your documents, items and statistics.
When you sign up, the app sets your tax rate and tax name based on your location. You can change them anytime.
Open your tax settings
Open Settings (⚙️)
Tap your tax settings - the menu is named after your local tax, for example, VAT settings
You can also open these settings while adding an item to an invoice.
Change your settings
Apply tax on invoices - turn this on to show tax on all new invoices and in your statistics
Tax name - change it if your local tax goes by a different name
Tax rates - add up to 3 rates to use on your documents and items. A 0% rate is always available
Fiscal year start - set when your tax year begins. The This year and Last year filters follow this date.
Tap Save
Note: changing your tax settings doesn't update items you've already saved. To change the tax on a saved item, edit it in Items.
Tax invoice label: some countries require VAT-registered businesses to show "Tax invoice" on their invoices. When you select Invoices with VAT, this label is added automatically. It's on by default for the US, UK, Canada, Ireland, Australia, South Africa and New Zealand.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.