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You may have already entered your default tax settings in Company Settings, however it’s possible to also change this at invoice level.

To select your tax type within your new invoice:

Click on the settings icon at the top of the screen to go to Invoicing Settings and select Tax Settings, here you can click on the drop down arrow to select your tax type.

Multiple Taxes

  1. Add an item to your invoice, to apply multiple taxes simply click on “Add Invoice Specific Tax” from your mobile, or web “Add taxes”, the following options will appear, for multiple taxes make sure “Simple” is selected, you can then add upto 4 taxes.
  2. If you wish to remove one of the taxes, click on the drop down arrow to select “none”.
  3. Once you have entered your taxes, click on the small text below the line item amounts and the drop down box will disappear.
  4. If once you have selected “Simple” from the drop down box you decide to change your tax type to Compound, then simply click on the “Compound” option and enter your taxes.

Compound Taxes

  1. If you wish to add a compound tax, simply select “Compound” from the dropdown box from the Tax Settings menu, add your item to your invoice and click on Add taxes, and here you can add 2 taxes.
  2. Once you have entered your taxes, click on the small text below the line item amounts and the drop down box will disappear.
  3. If once you have selected “Compound” from the drop down box you decide to change your tax type to multiple, then simply select “Simple” and enter your taxes.

Standard tax

  1. If you would like to apply the taxes which are individually assigned to your line items, simply select Standard from the Tax Settings option within the Invoice Settings menu.

No tax

  1. If you prefer not to have any taxes in your invoice, select No tax from the Tax settings menu.  The tax column and tax references will not appear on the invoice.  If there are items which you wish to apply tax to and you have already selected no tax, just edit the item and add the tax accordingly.

Removing or editing taxes

  1. If you have added a Multiple or Compound tax and wish to remove an assigned tax select the small text showing the name of the taxes the drop down box will appear, select “none” from the drop down box and the tax will disappear.  You can use the same process for changing the taxes.

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