Tax Settings
Tax Settings is where you define the taxes your company applies to invoices, estimates, products, and other billing documents. Each tax has a name and a percentage rate. Once a tax is created here, it becomes available to select on line items throughout the billing areas of BusinessHRM.
The page shows a table of all taxes you have created, an "Add Tax" button, and an import button.
Tax list
The table lists every tax defined for your company.
| Column | What it does |
|---|---|
| # | Row number. |
| Tax Name | The name of the tax (for example, VAT, GST, Sales Tax). |
| Rate % | The percentage rate applied when this tax is used. |
| To Keep Under Total Payment | A checkbox per tax. When ticked, this tax is treated as part of the total payment calculation. Toggle it directly in the list; the change saves immediately. |
| Action | Edit and Delete links for the tax. |
Add a tax
- Click Add Tax. A window opens with the tax form.
- Fill in the fields below.
- Click Save.
| Field | What it does |
|---|---|
| Tax Name | Required. The label for this tax as it will appear on documents (for example, VAT). |
| Rate | Required. The percentage rate for this tax (for example, 5 for 5%). |
After saving, the new tax appears in the list and becomes selectable on invoice, estimate, and product line items.
Edit a tax
- Click Edit on the tax row. A window opens pre-filled with the current values.
- Change the Tax Name and/or Rate.
- Click Save.
Set "To Keep Under Total Payment"
- In the tax list, find the tax you want to adjust.
- Tick or untick the checkbox in the "To Keep Under Total Payment" column.
- The setting saves as soon as you change it; no separate Save button is needed. If saving fails, the checkbox reverts to its previous state.
Delete a tax
- Click Delete on the tax row.
- Confirm in the prompt.
Permission
Access to Tax Settings is controlled by the manage_tax permission. A user must have this permission set to "all" to open the page and to add, edit, delete, or toggle taxes. Without it, the page and its actions return a 403 (access denied).
Tips
- Create each distinct rate as its own tax entry (for example, separate entries for a standard rate and a reduced rate) so the right one can be picked per line item.
- Keep tax names short and recognizable; the name is what users see in the dropdown when adding tax to an invoice or product.
- Use the import button to load several taxes at once instead of adding them one by one.
- The "To Keep Under Total Payment" option only affects how the tax factors into the total payment; leave it unticked unless your accounting workflow requires it.