Steps
To Create a Tax:
Go to Settings → Tax Details.
Click + New Tax.
Enter:
Tax Name
Registration Number (optional)
Tax Rate (%)
Tax Type — Service, Material, or Both.
Click Save.
To Create a Group Tax:
Click + New Group Tax.
Enter a Group Name and optional description.
Select existing taxes to include.
For each, define if it applies to Service, Material, or Both.
Click Save Tax.
Use Case
Once set up, you can apply either a regular tax or a group tax directly on estimates or invoices. The selected rate applies automatically to all line items in that document.
Benefits
Ensures accurate tax compliance.
Simplifies multi-tax regions or combined tax rates.
Saves time by automating tax selection in billing.