To set up Advanced Taxes, follow the steps below. This enables additional tax configuration options such as compound taxes and industry-specific taxes (like WET).
Step 1: Enable Advanced Taxes
Go to Organisation Settings.
Select Advanced Taxes.
Enable the Advanced Taxes toggle.
Once enabled, refresh your page.
After refreshing, you’ll see a new section in your navigation bar called Taxes.
Step 2: Review System Tax Rules
In the Taxes section, you’ll see your system-generated tax rules.
-
If your organisation is registered for GST, you’ll automatically see:
GST
GST Exempt
GST Free
-
If your organisation is not registered for GST, you’ll see:
GST None
Each of these includes a rate and an effective rate, which are used across your orders, invoices, and accounting integrations.
Note that system tax rules cannot be deleted
Step 3: Add Custom Tax Rules
You can add your own tax rules by clicking the Add Tax Rule section.
This allows you to create custom tax types (for example, WET or regional surcharges) and define how they apply to products, and orders.