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Tax Category

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A tax category allows to group and manage similar product or services tax rates.

Not all the products and services have the same tax rate.
There are tax exempt products and there are products or services to which a higher tax rate applied just because the type of product or service.

Tax categories allow to group similar tax rates by having into account that:

Tax Category

It is possible to create as many tax categories as required to be later on linked to the correponding tax rates and products.

Tax Category Tab.png

As shown in the image above a tax category can be created by just entering:

of the Tax Category.

Once created the tax categories must be assigned to the corresponding products and services in the Product window.

If the tax category is flagged as As per BOM, it indicates that products with this category will use the products included in its Bill of Materials list to calculate proportionally the taxes. In this case there has to be configured only one Tax_Rate for this tax category flagged as Summary level.


Tax categories can be translated to any language required.

Full list of Tax Category window fields and their descriptions is available in the Tax Category Screen Reference.

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