Creating and Editing Tax Types & Rates
New tax types and rates can be created and managed in Options > Common Lists under the Tax list type:
Adding a new tax type
Click the +New button at the top of the table.
A window will appear where you can enter the Tax Name (e.g. VAT), and Amount % (the tax percentage you want to apply)
For details on setting up Split Tax (e.g. HST with GST + PST), see the Split Tax Types section below.
Editing or deleting a tax type
Use the Edit or Delete buttons to make any required changes to your tax types.
If a tax type has already been used in past invoices or records, it cannot be modified (to keep your financial history accurate). In these cases, you’ll see a warning message:
Split Tax Types (e.g. HST with GST + PST)
For some regions/services sometimes a tax is made up of two (or more) separate parts. For example, HST (13%) where it is a combination of PST (8%) and GST (5%). In this instance a Split Tax is required.
Creating a new Split Tax
A Split Tax can be set up when creating a new tax type:
Go to +New to add a tax
Set the Tax Name and Amount % (as outlined previously in the Creating and Editing Tax Types & Rates section)
Click the +Split Tax button
Choose the tax types you want to combine from the list (e.g. GST and PST)
Important: The combined total of the split taxes must equal the tax rate you entered (e.g. 8% + 5% = 13%). If the numbers don’t match, you’ll see an error message and won’t be able to save.
Displaying Split Taxes on your invoices
Because a split tax is made up of multiple tax types, you’ll need to use a specific variable on your invoice template if you want to show each part separately.
%%TAX.SPLIT.TOTALS%%
When added to your invoice template this will list each tax type that makes up the split tax individually (e.g. GST + PST), and outline the total amount for each tax type.
Linking Xero or QuickBooks with Tax Types
If you have a Xero or QuickBooks connector enabled on in your platform, you’ll see an extra dropdown option when creating or editing tax types.
This allows you to select the matching tax code from your accounting system, ensuring taxes are mapped correctly for reporting and reconciliation.
IMPORTANT: Please ensure this is set correctly to avoid sync errors.