Tax profile

A tax profile defines the tax name, rate, and whether the rate is included in the price. A customer's billing profile selects the tax profile used when that customer's invoices are generated.

Create a tax profile

1. Open Tax Profiles and select Add new.
2. Enter a clear Name, such as VAT 20%, California Sales Tax, or No Tax.
3. Enter the Rate as a percentage with up to two decimal places. For example, enter 20.00 for 20% or 8.75 for 8.75%.
4. Select Included in price only when product prices already include that tax.
5. Leave Active selected to make the profile available in customer billing profiles.
6. Add an optional description and save.

Use it on customers

When you create or edit a customer, choose an active profile in its Billing Profile section. Only active profiles are available for selection.

Although the customer form permits an empty tax-profile selection, invoice generation reads a customer's selected tax profile. For reliable invoicing, assign a tax profile to every billable customer. If no tax applies, create and select an active No Tax profile with a 0.00 rate.

Lifecycle rules

• You can edit an active profile, including its name, rate, inclusion setting, and description.
• You can deactivate a profile to prevent it from being selected for new or updated customer billing profiles.
• An already inactive profile cannot be edited again through the domain workflow. Review changes carefully before deactivating it.
• Generated invoices retain a snapshot of the tax name and rate used at creation; later profile edits do not rewrite those invoices.