Tax Rates

Use this page to create and maintain percentage tax rates — the building blocks referenced by Tax Groups. Each rate has a name, rate value (0–100%), optional geography labels, and active status.

Open the screen: Sidebar → Tax Management → Tax Rates

Rates are percentages only

The form uses Tax Rate (%) — for example 18.000 for 18% GST. Fixed-dollar taxes are configured through Tax Groups and charge types, not here.

Groups use these rates

After you add rates here, open Tax Groups to assign a rate to products, categories, or fees at each location.

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Tax rates list

What it does

Shows a searchable, filterable, paginated table of tax rates with view, edit, and delete actions.

Step-by-step

1. Open Tax Management → Tax Rates.
2. Optionally search or change Status (see filters below).
3. Read the table — Tax Rate Name, Rate (%), Description, Country, State/Province, Status, Actions.
4. Tap refresh to reload.
5. Use pagination at the bottom to change page or rows per page (10, 20, 50, or 100).

Filters

Filter	What it does
Search	Placeholder Search tax rates... — updates about half a second after you stop typing. Press Enter to search immediately. Active search shows a Search: badge you can clear with X.
Status	All Status, Active (default), or Inactive. Changing status returns to page 1.

What the table shows

Column	Meaning
Tax Rate Name	Rate label
Rate (%)	Percentage badge (for example 18%)
Description	Text or No description (hidden on small screens)
Country	Code or —
State/Province	Code or —
Status	Active (green) or Inactive (red) badge
Actions	View, Edit, Delete

Row actions

Action	What it does
View (eye)	Opens View Tax Rate (read-only)
Edit (pencil)	Opens Edit Tax Rate
Delete (trash)	Opens delete confirmation

Find inactive rates

Set Status to All Status or Inactive — the page opens on Active by default.

Common mistakes / FAQs

• “No tax rates found”. Clear Search or tap Add Tax Rate.
• “Error loading tax rates”. Tap Try Again on the error page.
• Delete blocked or fails. The rate may be used by Tax Groups — remove or reassign groups first.

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Add a tax rate

What it does

Creates a new percentage rate. Defaults to Active.

Step-by-step

1. Tap Add Tax Rate.
2. In Create New Tax Rate, fill the fields below.
3. Tap Create Tax Rate (Creating... while saving) or Cancel.
4. On success: Tax rate created successfully.

Fields

Field	Required?	What to enter
Tax Rate Name	Yes	For example GST 18% (max 100 characters)
Tax Rate (%)	Yes	Number 0–100, max 3 decimal places (placeholder 18.000)
Description	No	Optional note (max 255 characters)
Country	No	India, United States, Canada, Australia, or United Kingdom
State/Province	No	Enabled after Country — pick a state/province code
Active Status	No	Switch — on for Active

Validation messages

• Tax rate name is required
• Tax rate is required
• Tax rate must be a valid number between 0 and 100
• Tax rate can have maximum 3 decimal places

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Edit a tax rate

What it does

Updates an existing rate.

Step-by-step

1. Tap Edit (pencil) on the row.
2. In Edit Tax Rate, change fields.
3. Tap Update Tax Rate (Updating... while saving).
4. On success: Tax rate updated successfully.

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View a tax rate

What it does

Read-only view of all fields.

Step-by-step

1. Tap View (eye) on the row.
2. Review View Tax Rate.
3. Tap Close.

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Delete a tax rate

What it does

Permanently removes a rate.

Step-by-step

1. Tap Delete (trash) on the row.
2. Confirm — Are you sure you want to delete this tax rate? / This may affect existing tax groups that use this rate.
3. Tap Delete (Deleting... while working) or Cancel.
4. On success: Tax rate deleted successfully.

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Permissions

What you need	Why
Tax Rates module permission	See the menu and list
CREATE	Add Tax Rate
UPDATE	Edit
DELETE	Delete

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Related

• Tax overview
• Tax Groups