Taxes on your documents

One rate, two rates, custom labels, and where your registration numbers go.

Most workspaces need one tax rate and never come back to this page. Set Default VAT Percentage on Settings → Accounting and you’re done. Everything below is for the setups that need more.

One rate

Default VAT Percentage (%) pre-fills the tax rate on every new invoice and offer.

Leave it empty if you don’t charge tax at all.

Advanced tax mode

A checkbox in the Financial Defaults card:

Advanced tax mode
Shows an editable tax label and an optional second tax line on invoices and offers. Turning this off keeps them on documents that already use them.

Turning it on reveals three defaults:

Field	What it does
Default Primary Tax Label	Replaces the word VAT everywhere on your documents. GST, Sales Tax, IVA, whatever you use.
Default Secondary Tax Label	Names the second tax line.
Default Secondary Tax Percentage (%)	The rate that line charges.

These are defaults for new documents. Changing them never rewrites an invoice or offer you already made.

The second tax line

For places that charge two separate taxes on the same document.

How it’s calculated:

Both taxes come off the same net figure. The second is never applied on top of the first. On $1,000 net at 5% and 9.975%:

Line	Amount
Net	$1,000.00
GST 5%	$50.00
QST 9.975%	$99.75
Total	$1,149.75

When a client pays by card, each tax reaches Stripe as its own line, so their receipt breaks down the same way your invoice does.

Changing tax on one document

With advanced mode on, the invoice form and the offer wizard carry their own Tax Label, Second Tax Label and Second Tax Rate (%). They start from your defaults and apply only to the document you’re editing.

Deposit invoices are the exception. Their currency and tax come from the offer and can’t be touched, with the fields marked “Locked for deposit invoices”. See Deposits and automatic invoices.

Turning it back off

Unticking Advanced tax mode hides the extra fields for new documents. It doesn’t strip the second tax from anything already using it. Those documents keep their labels and keep calculating correctly.

Hiding tax on offers

Further down the same page:

Hide taxes in offers and pitches
When enabled, offers and pitches show only the subtotal. Invoices always include taxes.

Useful if you quote net and settle the tax question at invoicing. It has no effect on invoices, which always show tax.

Tax registration numbers

These live somewhere else. Settings → General, under your legal name and address.

The field takes one number per line, so you can list several.

They print under your address in four places: the invoice PDF, the offer PDF, the public invoice page, and the contractor details on the public offer page.