Scenarios:

  1. You want to add in your own tax rate based on your local area

This document assumes the following:

  • You are proficient Enrolmy user

Adding a Tax Rate

  1. Head to + > Settings > Local Settings> Tax Rates

  2. Select +Add new tax rate

  3. Complete the relevant details to create a tax rate

  4. When creating a new invoice, your newly created Tax Rate can be selected:

You can set a customised tax rate as default should you wish to.

Editing a Tax Rate

You can edit a pre-existing tax rate by selecting the action cog-> edit:

Archiving a Tax Rate

You can archive a tax rate by ticking the line item and selecting archive:

Congratulations! You now know how to set up customised Tax Terms!

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