How to create and configure a tax?

Introduction

When creating a tax, you define its type, its country of application, and its calculation method (percentage or fixed amount). These settings will then be used when creating your quotes and orders.

✍️ Prerequisites : You must have the Admin role to access this screen.

Access

In the left side menu, click Settings
In the Workspace section, click Taxes
Click + New tax or Edit from the contextual menu of an existing tax

Fill in the general information

Complete the basic information for your tax:

Type : Tax type (required) - see options below
Name : Tax name, e.g.: « VAT 20% », « Eco-contribution » (required)
Country : Country where the tax applies (required)
Region : Region where it applies, if applicable (conditional)

Available tax types

VAT : Value-added tax (Europe, etc.)
GST : Goods and Services Tax (Canada, Australia, etc.)
Sales tax : Sales Tax (United States, etc.)
Custom : Specific tax (eco-contribution, local tax, etc.)

Region (conditional)

For certain countries such as the United States or Canada, a Region field appears to specify the state or province where it applies.

💡 Tip : Select All to apply the tax to all regions of the country.

Choose the calculation method

Two calculation methods are available:

Percentage

The tax amount is calculated automatically based on the total.

Select Percentage
Enter the Rate as a percentage (e.g.: 20 for 20%)

Example: For a quote of 1 000 € with VAT at 20%, the tax will be automatically calculated at 200 €.

Fixed amount

The tax amount is set manually, independently of the total.

Select Amount
Choose the Currency (EUR, USD, etc.)
Enter the fixed Amount

Example: An eco-contribution of 0,15 € per item, regardless of the product value.

Define the status and the API name

In the right-hand side panel:

Status : Active (available when creating quotes) or Inactive
API Name : Technical identifier automatically generated from the name

⚠️ Warning : The API Name can only be modified when the tax is created. Once saved, it cannot be modified in order to ensure the stability of your integrations.

💡 Tip : The displayed UUID is the Qwoty technical identifier for this tax. It is useful for API integrations.

Fill in external identifiers

If you use external systems (CRM, ERP, accounting), enter the corresponding identifiers to facilitate integrations:

CRM ID : Tax identifier in your CRM
ERP ID : Identifier in your ERP
Accounting ID : Identifier in your accounting software

Save

Once all fields are filled in, click Save at the top right.

How to manage taxes?
How to configure currencies?
How to create a quote?