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Manage Tax Rates

Review existing taxes and open the New Tax form for rate, inclusion, and location settings.

4 min readbeginnerFull Crunch

Who is this article for?

Managers and owners maintaining organisation tax settings

Tax configuration requires Full Crunch. Open Tax Management, where you can review existing rates and open the dedicated creation form.

Review current taxes

The page includes:

  • An All Taxes tab
  • More actions
  • Create Tax
  • List and grid view toggles
  • A filter icon

Each tax row shows its name, status, rate, inclusion type, and created date.

Tax Management list showing All Taxes, More actions, Create Tax and an active 20% inclusive VAT example View larger
Tax Management shows each recorded rate and its status. Use Create Tax to open the form for a new rate.

Open the New Tax form

1
Open Taxes from the sidebar.
2
Click Create Tax.
3

Complete the Tax Information section with Tax Name, Tax Rate (%), Inclusion Type, and an optional description.

4

Review Locations & Auto-assign to control where the tax applies.

5

Use the Active checkbox in the Status section to control whether the tax can be used. Review the preview, then choose Create Tax to save.

Info

The form includes a live Preview card on the right so you can check the tax type and active state before saving.

Location management

Organisation settings

Billing invoices and history

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