How to manage taxes?

Introduction

Qwoty lets you configure all taxes applicable to your quotes and orders: VAT by country, eco-contributions, local taxes, etc. Each tax can be defined as a percentage or a fixed amount depending on your needs.

Access

1. In the left side menu, click on Settings
2. In the Workspace section, click on Taxes

View the list of taxes

The screen displays the list of all your taxes in a table format:

• Status : Active (green) or Inactive
• Type : VAT or Custom
• Country : Country where the tax applies
• Amount : Percentage (e.g.: 10 %) or fixed amount (e.g.: 0,15 €)
• API name : Automatically generated technical identifier, useful for integrations

Search for a tax

Use the search bar at the top of the screen to filter the list by type, country, or API name.

Navigate the list

At the bottom of the table, you can:

• Change the number of rows displayed per page via the Rows per page menu
• Navigate between pages using the pagination buttons

Create a new tax

1. Click the + New tax button at the top right
2. A new page opens to set up your tax

Edit a tax

1. Find the tax to edit in the list
2. Click the ⋮ menu to the right of the row
3. Select Edit
4. Make your changes, then save

Delete a tax

1. Find the tax to delete in the list
2. Click the ⋮ menu to the right of the row
3. Select Delete
4. Confirm deletion

Enable or disable a tax

An inactive tax will no longer appear in the available choices when creating quotes, but it remains saved in your configuration.

To change the status of a tax:

1. Click the ⋮ menu to the right of the row
2. Select Edit
3. Change the tax status (Active / Inactive)
4. Save your changes

Related articles

• How to create and set up a tax?
• How to configure my workspace general settings?
• How to create a quote?