How to import Tax Codes
Navigate to Settings, Organisation Settings, Organisation Sync, Import Data
Select Tax Codes and the option to export a template
Modify the template to include the codes you need
Import the template back in from the same menu
How to manually edit Tax Codes
Tip 💡 This applies only to manual organisations. You can't create new tax codes for connected accounting system.
Navigate to Settings, Organisation Settings, Chart of Accounts
Click the drop down on an existing tax code and then Edit Tax Codes
Add the tax codes you need and use Set Tax Codes to finish
Common Issues
Tax Code names must be unique and rates between 0% and 100%



