✅ Steps to Add a New Tax Rate
1️⃣ Go to Your Profile
Click your profile icon in the top right corner of your screen.
Select Settings.
2️⃣ Open System Settings
Click System from the sub-menu.
On the left side, select Tax Rates.
3️⃣ Set Up Your Sales Tax Settings
Under System Sales Tax Settings, click Add Tax Rate.
4️⃣ Create Your Tax Rate
Enter your desired tax rate details (name, percentage, etc.).
If you want this to be your default tax rate, toggle the Default Tax Rate slider.
5️⃣ Save It
Click Create (your new tax rate is now active!)
⤵️Below is a video showing how to do this!⤵️
🔄 How to Change Your Default Tax Rate
Go back to Tax Rates under System Settings.
Click the tax rate you want to make your new default.
Toggle the Default Tax Rate slider on.
Click Update (your shop will now use this rate by default.)
That’s it! You’re ready to apply the correct taxes to your parts, services, and sales.
✔️ Tip: Review your tax rates periodically to make sure they match local laws and requirements.