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Tax rates
Configuring taxes
Open Business > Tax rates to view taxes used in articles and estimates. Managing them requires Management or Full access.
Select Create Tax Rate, enter the name and percentage without %. You can add a description and define the tax treatment: tax kind (IVA, IGIC or IPSI), taxable, exempt or not subject, and, where applicable, exemption reason or reverse charge. The description appears beside the name and percentage in estimate tax selectors, helping you distinguish similar rates.
Equivalence-surcharge configuration is not available in this first release; older tax rates that already include one are not offered for new articles or lines.
A 0% rate is not the same as an exempt or non-taxable operation. Check with your adviser which settings match your activity and territory.
Default tax and archiving
Set a tax as default when creating it or from its detail view. Each organization has one default; it is suggested for new articles and estimate lines, but you should review each document.
You can view, archive or unarchive taxes. Their details are not editable: create a new tax and archive the old one to change a rate. Archiving does not rewrite finalized estimate versions.