Settings, PDF & BrandingUpdated October 5, 2026
Configuring tax rates, VAT numbers, and regions
Add sales tax, VAT, or GST rates, choose a default rate, and enter your VAT/GST number and tax ID.
Set up the taxes you charge, whether that is sales tax, VAT, or GST.
Configuring your tax settings
- Navigate to Settings and click Tax & region.
- Enter your VAT / GST Number and Tax ID (TIN) if you have them, then click Save in the Unsaved changes bar at the top.
- Under Tax rates, click Add tax rate, enter a Name and Rate (%), and tick Make default for new invoices and quotes if it should be your default.
- Click Add tax rate to save it.
Helpful TipYou can pick a different tax rate (or No tax) on any individual invoice or quote.
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