Sales and finance

Add and use sales taxes

Create the tax rates your business uses and apply them to products or documents.

Manage tax rates from Sales → Taxes. The rates you configure can be selected on products and customer documents, so check the business's tax requirements before using them.

Create a tax rate

  1. Open Sales → Taxes and choose Add tax.
  2. Enter a name customers and staff will recognize.
  3. Enter the rate shown by the form and choose whether it is included in the displayed price if that choice is available.
  4. Save the tax and confirm it appears in the list.

Apply a tax

Open the product, quote, invoice, or sale form and select the relevant tax for each item. Review the total returned by SokoWise before you complete or share the document. The app calculates displayed totals from the saved tax and item values.

To change an existing rate, edit it from the tax list and review the products or documents that use it. If a tax option is missing, ask an administrator to confirm your access and the selected business.

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