What it is
The catalogue of rates applied to sales lines: VAT, IGIC, withholdings, and so on.
What it is for
- Create and maintain the list of taxes the company uses when quoting and invoicing.
- Define the percentage, the name and the Abbreviation that will appear on documents.
- Mark a tax as Default on product so that it is suggested when new products are created.
- Enable or disable taxes without deleting them, using the Status toggle.
How to use it
- Click Add to open the creation modal.
- Fill in Name, Abbreviation and Percentage (all three required). The Description is optional.
- Adjust the Status and Default on product toggles if needed.
- Click Save (it is only enabled when the form has changes and is valid).
- To edit an existing one, click its row in the table; to create copies or delete, use Duplicate or Delete on the selected rows.
Record fields
| Field | Type | What it is for | Default |
|---|---|---|---|
| Name | Text (max. 255) | What the tax is called (e.g. "Standard VAT", "Reduced VAT", "IRPF withholding"). Required. | — |
| Abbreviation | Text (max. 255) | Short code that appears on invoices and quotes (e.g. IVA, IGIC, RE, IRPF). Required. | — |
| Percentage | Number + % | The rate applied to the taxable base. It accepts 0 for "exempt". Required. | 21 |
| Description | Text (max. 255) | Internal notes. It does not appear in the table and is not printed on documents. | Empty |
| Status | Toggle | If it is disabled, the tax does not appear in the tax selectors when quoting or invoicing. | Active |
| Default on product | Toggle | Marks the tax as recommended for new products. Informational only (the real assignment is made in Billing address). | Disabled |
Screen structure
ID, Name, Percentage, Abbreviation, Status (inline checkbox), Default (inline checkbox). The columns can be sorted and filtered. The Description is not shown in the table; it only exists in the edit form.
Buttons and actions — what each one is for
| Button / Control (text on screen) | What it is for |
|---|---|
| Add | Opens the modal to create a new tax. |
| Import / Export | Opens a modal to import or export the list of taxes as a file. |
| Duplicate | Opens a modal to confirm the duplication of one or more taxes selected in the table. |
| Delete | Opens a modal to confirm the deletion of one or more taxes selected in the table. |
| Save | Saves the changes to the tax. It is only enabled when the form has changes and is valid. |
| Cancel | Closes the modal without saving changes. |
| Name (field) | Required text for the descriptive name of the tax (max. 255 characters). |
| Abbreviation (field) | Required text for the abbreviation or acronym of the tax (max. 255 characters). |
| Percentage (field) | Required numeric field with a % suffix to set the value of the tax (minimum 0, 21 by default). |
| Description (field) | Optional text to describe the tax (max. 255 characters). |
| Status (toggle) | Enabled: the tax is available and appears in the selectors when quoting or invoicing. Disabled: the tax stops appearing in the selectors, but it is not deleted and does not affect documents already issued. |
| Default on product (toggle) | Enabled: this tax is suggested as the default option when a new product is created, unless another one is specified manually. Disabled: the tax is not suggested by default. |
Key concepts
- Tax: a percentage applicable to products and commercial operations. Each tax has a name, an abbreviation, a percentage value, and it can be marked as default or disabled.
- Abbreviation: the short code that identifies the tax (e.g.
IVA,IGIC,IRE). It appears on documents and quotes. - Percentage: the numeric value of the tax as a percentage (%). It states how much is charged on the taxable base.
- Status: states whether a tax is active and available for use in the system (enabled / disabled).
- Default on product: the tax assigned automatically when a new product is created, unless another one is specified manually. Here it is informational only; the effective assignment is made in Billing address.
Permissions
- Requires
tax_edit.
Frequently asked questions
Q: How do I create a new tax?
A: Click Add, fill in Name, Abbreviation and Percentage (all three required), adjust the Status and Default on product toggles if needed and click Save. The Save button is only enabled when the form has changes and is valid.
Q: What is the Default on product toggle for?
A: It marks the tax as the default option when a new product is created. Here it is informational only; the real assignment goes in Company → Billing address → Default parameters → Tax.
Q: How do I disable a tax without deleting it?
A: Change its Status to disabled (toggle). It stops appearing in the selectors when quoting or invoicing, but the historic data is kept and nothing is deleted.
Q: How do I create an exempt (0%) tax?
A: Click Add, set Name to "Exempt", Abbreviation to "EX" and Percentage to 0. It will appear as an option when quoting.
Q: What is the Duplicate button for?
A: Select one or more taxes in the table and click Duplicate. A modal opens to confirm the duplication; it creates copies of the selected taxes.
Q: What is the Import / Export button for?
A: It opens a modal to import or export the list of taxes as a file. Useful for copying the catalogue between environments or starting from a prepared list.
Q: What is the Abbreviation and where does it appear?
A: It is the short code that identifies the tax (e.g. IVA, IGIC, IRE). It appears on documents and quotes, and in the Abbreviation column of the table.
Q: Do withholdings (IRPF) go here as well?
A: Yes. Create an entry with a negative percentage (-15) if you want it to subtract, or use a different Abbreviation (IRPF) and a clear Name. How it behaves when applied depends on how your invoice template interprets it.
Q: If I delete a tax that is already on invoices, what happens?
A: Existing invoices keep the tax recorded (the historic percentage). The tax only disappears from the selectors for new invoices. Use Delete on the selected rows and confirm in the modal.
Q: I clicked edit but the Save button is disabled. Why?
A: Save is only enabled when the form has changes and is valid. If you have not touched anything or a required field is missing (Name, Abbreviation or Percentage), it stays disabled. If you want to leave without changes, click Cancel.
Q: Can I change VAT to the percentage used in my country?
A: Yes. Create or edit the tax with the correct Name, Abbreviation and Percentage for your country. For it to be applied on its own, set it as the default tax (in Billing address and/or on the product) and then check the chain product → quote → invoice to verify that the expected percentage comes out. For tax obligations specific to each country, check with support or your accountant.
Q: Can I show a quote without VAT?
A: You can visually hide the tax fields (the VAT column or line) on the quote or the PDF if the print template allows it. Watch out: hiding it is only cosmetic, it does not change the tax obligation or the calculation. To stop using a tax in the selectors, disable it with the Status toggle; to stop it being printed, adjust the template. If you have any doubts about the regulations in your country, check with your accountant.