Skip to main content

Tax configuration


In order to be able to access this chapter, you need the TaxRates permission.

Configuring tax codes and tax rates can be done via Admin Suite: go to Admin Suite Financials Tax Management

The tax management menu has two submenus, one for tax rates:

And one for tax codes:

Adding tax rates

You can add a tax rate either one by one, by selecting the + icon, but you can also download the current overview of tax rates with the 'download' icon. The latter lets you add/edit multiple tax rates in one go. Afterwards upload with the 'upload' icon.


When using the upload feature make sure to fill in the action column with a desired action. For that there are 3 options: Create, Delete, and Update.

Tax rates require the following values:

  • select to which Country the tax rate needs to apply, further specified with the country Region if necessary
  • select for which Tax code you want to specify a tax rate
  • define the Tax category
  • set a VAT %
  • if needed, you can specify a timeframe during which the tax rate is active using Start date and End date

Tax exemption on service products

In some countries, sales of [service products](/documentation/documentation/products/service-products) are tax-exempt, while sales of physical are not. However, your tax configuration is done on country-level regardless the nature of the product (service or physical).

In a scenario where both physical and service products are provided by your organization and a tax-exemption applies on service products, skipping the country tax configurations is then required. This can be achieved using a setting called Taxes:Exemption:SkipServiceProducts with a value of true. The setting would mean that sales of any service product would be tax-exempt even if it contradicts with your existing country tax configurations.

Adding custom tax codes

Tax codes can be added in much the same way as the rates. You can enter the following values, of which only Name is mandatory:

  • a Name
  • if needed, a Description
  • if so desired, add a Ledger class
  • a unique Backend ID
  • a Backend Tax code ID, which only applies when using Avalara AvaTax

Tax code names should always be unique and contain at least 1 letter.

This newly created tax code can now be selected when setting up new tax rates. Additionally, this tax code can now be linked to products during product creation.

Alternatively, you can set up your tax codes more dynamically using Avatax.