How to Configure Taxes

Accessing the Feature

Settings > Account Settings > Business > Taxes

Fill in all required information and click the ➕ Add button:

Name: the name of the tax (e.g., VAT, ISS, IVA).
Description: an optional description to help identify the tax.
Type: choose from the available options (e.g., Percentage or Fixed).
Application: define whether the tax amount will be added to or deducted from the base amount.
Value: the tax amount, depending on the selected type.

The newly created tax will be listed in the Taxes section alongside any others already configured.
You can edit (1) or remove (2) a tax at any time by clicking the corresponding icons in the table.

When selecting the edit option, all previously configured fields will be available for updates. Additionally, an extra field will be displayed:
1. Currency: allows you to define a specific value for a currency that differs from the default tax value.
  - When a specific currency is added, the tax will not follow the default value for that currency.
  - You can define a new Application and Value exclusively for that currency.

Added taxes can be inherited by Org Units (1) and Users (2) by enabling the corresponding highlighted options.
- When a tax is set as default for Org Units, it will appear under the Billing tab of each unit:
  Organizations > Organizational Units > [Org Unit] > Billing
- When a tax is set as default for Users, it will appear under the Billing & Languages tab of the user’s profile:
  People > Users > [User] > Billing & Languages