Tax Settings Overview and Management

What is Tax Settings?

The Tax Settings module in CRM LEAF enables organizations to manage tax configurations for invoices, estimates, and financial transactions. Admins can define various tax types and rates, which are then automatically applied during billing processes.

Table View – Tax Settings

Example

#	Tax Name	Rate (%)	Action
1	GST	18%	Edit / Delete
2	VAT	12%	Edit / Delete

Use this section to add, edit, or remove tax entries as needed for compliance and accounting.

Add Tax

Field Description

• Tax Name Name of the tax (e.g., GST, VAT).
• Rate Percentage rate of the tax (e.g., 18).

Quick Actions – Tax Settings

Action	How To
Add New Tax	Click Add Tax, fill in the name and rate, and click Save.
Edit Tax	Click Edit next to a tax entry to change its name or rate.
Delete Tax	Click Delete to remove a tax rate that is no longer needed.
Apply Tax	Taxes configured here will appear on Invoices, Estimates, and Orders.

FAQ – Tax Settings

Q:  Can I set multiple taxes?
A: Yes, you can configure and apply multiple tax types for different use cases.
Q: Will changing a tax rate affect past invoices?
A: No, changes only apply to new invoices. Past invoices retain their original tax settings.
Q: Can I disable a tax instead of deleting it?
A: The system does not currently support disabling; however, you can remove it and re-add later.