Tax Groups

Set up reusable tax groups for order invoices to speed up the process.

Go to Settings → Business → Tax.

What tax groups do

Tax groups let you define invoice tax rules with multiple tax rate slabs once, then reuse them when creating or editing invoices.

To apply a single tax rate to an invoice, retain only one tax rate in the group.

Each tax group includes:

• Name

• One or more tax lines (label + percentage)

• Optional Tax ID

• Default flag

Tax group names are only for internal purposes and do not appear on customer invoices.

Manage tax groups

You can:

• Add a new tax group

• Edit an existing tax group

• Set a default tax group

• Delete a tax group

Deleting a tax group does not change existing invoices that already used it.

How invoices use tax groups

• New draft invoices start with your default tax group (if configured).

• In draft invoices, you can change tax group or remove tax.

• Final totals are recalculated when tax settings change.