Settings: Tax Codes
Learn how the Tax Codes section lets your business create and manage the different tax codes used throughout the organisation.
Thought Process
The Tax Codes section exists so the business can define the different tax options it needs to use throughout the CRM. Not every organisation works with a single tax rate, so this area gives flexibility while still keeping things controlled.
By storing tax codes centrally in Settings, the CRM has a clear list of approved tax options which can then be used across the wider system. This helps keep pricing, documents, and commercial records more consistent.
What This Section Does
Create multiple tax codes
Add the different tax codes your organisation needs so they are available for use throughout the CRM.
Edit existing codes
Update tax code details when business requirements or tax handling change over time.
Use across the organisation
Tax codes created here can then be used more widely across the account, helping different teams work from the same approved options.
Keep records consistent
A central list helps reduce variation and makes it easier to apply tax handling consistently across the business.
Activate or deactivate codes
Older or unused tax codes can be managed more cleanly without needing to remove the overall structure of the setup.
Support defaults elsewhere
The list created here supports other settings, such as choosing a default tax code for the account.
Simple Walkthrough
- Go to Settings.
- Open the Tax Codes section.
- Add a new tax code with the correct details for your organisation.
- Save the new code so it becomes available for use.
- Edit or update existing tax codes where needed.
- Review the list from time to time so it stays accurate and relevant.
Getting the Most From Tax Codes
Keep the list tidy
Only keep active the tax codes your organisation genuinely needs, so users have a clearer and easier list to work from.
Review codes when policy changes
If your business tax handling changes, revisit this section so the CRM continues to reflect the correct available options.
Use clear naming
Give tax codes names and descriptions that make sense to staff so the right option is easier to choose.
Check related defaults
After changing the available tax codes, it is worth checking your default tax code setting as well.