Create a set of tax rates to apply to service items and invoices.

You can add multiple tax rates, edit, or delete at any time in your Company Profile settings. 

1. Click into your 'Account Settings'

2. Select 'Company Profile

3. Click 'Edit' to in the Tax Rates section

4. Type in the name of the tax rate and the percentage 

  • To ADD a new rate, click '+ row'

  • To DELETE a tax rate, click (x) 

5. Click 'Save' once you've finished

To apply tax rates to service items by default or per invoice, check out this article: Apply Tax Rate to Service Items 

Apply Tax Rate to Services 

Tax Rate Errors

Tax Reporting and 1099-K Info

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