Tax auto-calculation

Manage tax percentages per site from your settings.

You can now set a tax percentage for each site in Site settings so invoices automatically apply the correct rate.

Reach out to your Customer Operations Specialist (COS) for more information.

Setting up tax auto-calculation

As an Admin user, click your name in the top-right corner, then select Settings.

Settings option in the profile menu

Select Site Locations.

Site Locations in settings

You will see the list of sites owned by your organisation. Choose the site you want to configure by selecting the edit button.

You cannot configure sites that are shared to your organisation. Reach out to the organisation owner of the site.
Edit button for a site in the Site Locations list

Configure the Tax value accordingly, then click Modify to save your changes.

Tax value field and Modify button

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