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How do I add tax codes to a manual organisation?

Tax codes can be imported through Import Data, Tax Codes or added manually through the Chart of Accounts screen

Written by Mick Devine

How to import Tax Codes

  1. Navigate to Settings, Organisation Settings, Organisation Sync, Import Data

  2. Select Tax Codes and the option to export a template
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  3. Modify the template to include the codes you need

  4. 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.

  1. Navigate to Settings, Organisation Settings, Chart of Accounts

  2. Click the drop down on an existing tax code and then Edit Tax Codes
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  3. Add the tax codes you need and use Set Tax Codes to finish
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Common Issues

  • Tax Code names must be unique and rates between 0% and 100%

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