Managing your tax rates

The Tax rates page lists your named rates with their percentage, agency and source. One rate can be the default, which is pre-filled on new invoices.

• Add a rate by hand with a name and percentage.
• If QuickBooks is connected, use Import tax rates on the QuickBooks page to bring in the rates you already use there.
• Make a rate inactive when you no longer use it. It disappears from the pickers but remains on past invoices.

On any invoice or schedule you can still type a one-off percentage instead of choosing a named rate.