Add and use sales taxes

Open Sales & Receipts → Taxes to review the tax rates available to your business. Confirm the rates and how prices should be presented with your business’s tax adviser before using them.

Create or update a tax rate

1. Open Sales & Receipts → Taxes.
2. Choose the add or edit action available to your role.
3. Enter the tax name and rate requested by the form.
4. Set whether tax is included in the displayed price if that option is shown.
5. Save and check the rate in the list.

Apply tax to an item

Open the product, quote, invoice, or sale form and select a tax where the item supports it. Review the totals shown by SokoWise before saving, completing, or sharing the document.

Changing a tax rate may affect future calculations where that rate is selected. Check the product and document forms that use the rate after you update it. If a tax option is missing, check your role and the active business.