Add a new Tax Rule

Last Modified Dec 9, 2025

Tax Rules are guidelines set up to determine how taxes are applied to transactions based on various factors such as location, product type, and customer category. These rules define the conditions under which specific tax rates are applied, ensuring compliance with regional tax laws and regulations.

Procedure

  1. Navigate to Taxes > Tax Rules in the main menu.
  2. Click Create.
  3. Enter the Tax Title and Description.
  4. Enable/Disable the Rule. It will typically start as disabled until it is completed.
  5. Select the Tax within the Taxes List.
  6. Select the Customer Tax Class from the Classes List.
  7. Select the Product Tax Class from the Classes List.
  8. Select the Zone from the Tax Zones List.
  9. When all the changes were made, click on the Save button, or on Discard to reject the updates.