Tax Rules

1 min read

Per-country tax rates applied to invoices automatically.

Overview

If you sell across borders, tax is not one number. A tax rule groups the countries it applies to and the rate for each, so the right amount lands on the invoice based on where the client is.

How It Works

Create a rule
Name it after the tax it represents
Attach countries
Add the countries the rule covers
Per-country rates
Set, update, or remove a rate per country
Apply on invoices
The tax charge toggle enables it at billing time
Where: Settings → Tax, with the tax charge toggle under Payment Settings.

Common Issues

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Tax not appearing on an invoice? Either the client’s country isn’t attached to a rule, or the tax charge toggle is off.