Tax

Where

Financials → Tax Management → Tax Rates

Plan

Growth and above

Permission

Tax → Tax Rate

Tax takes three steps, and the third is the one people miss. Creating rates and groups charges nothing until you point a setting at the group.

How to set up the tax you charge

1. Create the rate

1. Pick your company in the top bar. Without one the rate list later comes up empty with no explanation.
2. Go to Financials → Tax Management → Tax Rates and click New tax rate.
3. Type a Name and a Code.
4. Type the Rate (%) — just the number, so 15.
5. Pick the Tax type: VAT, NHIL, GETFund, COVID-19 levy, Withholding tax or Other.
6. Click Save.

2. Put the rates in a group

Nothing charges a bare rate — sales only ever use a group.

1. Go to Financials → Tax Management → Tax Groups and click New tax group.
2. Type a Name.
3. Under Tax rates, pick your rate. Click Add rate for each further one.
4. Click Save.

3. Tell the app to use it

This is the step that makes tax happen.

1. Go to Settings → Business → Workspace settings.
2. Open the Tax group.
3. Turn on Override for Default tax group and choose the group you just made.
4. While you are there, check Charge tax on sales is on, and set Price tax mode to Tax-inclusive or Tax-exclusive.

Until you do step 3, your shop sells untaxed and says nothing

With no default tax group named, the app treats every sale as having no tax. There is no warning, no error, and the receipts look perfectly normal.

If you have set up rates and groups and tax still is not appearing, this is why.

One tax group covers everything

There is no tax field on a product and no tax picker on a sale line. The single default group applies to every taxable line in the business.

You can vary it only two ways: a per-branch override of the setting, and marking a product Tax exempt on its branch listing — which is a per-branch decision, not a product-wide one.

• The “Compound tax” toggle does nothing to the arithmetic. Rates in a group are always added onto the same base, never compounded. The helper text is misleading; the switch only changes a label.
• Inactive rates still show in the group picker but are ignored when charging. A group containing one silently charges less than it appears to.
• Deleting a group that the setting points at is not blocked — and tax then quietly stops being charged.

How to record a tax return

1. Go to Financials → Tax Management → Tax Filings and click New filing.
2. Type a Caption and check the Year and Month.
3. Type the Expected amount and the Filed amount.
4. Pick the Method you paid by, and set the Start date, End date and Tax office.
5. Click Save.
6. Open the row menu and click Post to GL to record the payment in your accounts.

Nothing works your tax return out for you

Despite the full tax engine and a Sales Tax Payable account, the app never calculates a return. Nothing totals the tax you charged on sales or paid on purchases. Every figure on a filing is typed in by hand, and nothing cross-checks it against what was actually posted.

Work your return out from the financial reports, or with your accountant, and record the result here.

The Balance column is always zero

The list shows a Balance column and it looks like it should be expected minus filed. There is no Balance field on the form and nothing calculates one, so it reads 0.00 forever. Ignore it.

• Posting can silently do nothing — if the amount is zero, the filing has no location, or the posting profiles are missing. Check the Posted badge, not the message.
• There is no cancel or void, and deleting a posted filing leaves its accounting entry behind with no reversal.

Electronic invoicing

If you are fiscalising invoices — GRA E-VAT in Ghana, for example — that is not in Tax Management. Look under Integrations:

• E-Invoice Providers — where you connect the provider and enter your taxpayer ID
• Fiscal Transmissions — what has been sent and what failed

Both need the Professional plan. With nothing connected, documents post as normal without being fiscalised.

Related

• Setting up your books
• Financial reports
• Settings