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href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/38828-invoicing" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Invoicing</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/8956111-creating-and-managing-invoices" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Creating and Managing Invoices</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Setting up and Managing Tax Rates in Invoicing</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Setting up and Managing Tax Rates in Invoicing</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Create your own tax codebook in Productive and apply different tax rates to invoices as defined for each subsidiary.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 2 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 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max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_65e94d5181" href="#h_65e94d5181" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_a6ffe396c6" href="#h_a6ffe396c6" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4437695d38" href="#h_4437695d38" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_0f64532197" href="#h_0f64532197" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-8" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_ba26bdcac7" href="#h_ba26bdcac7" data-testid="toc-link-8" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To improve the invoicing process and ensure consistency, <b>tax rates</b> are now managed through a centralized system in Productive found in the <b>invoicing settings</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The <b>Tax rates feature</b> allows users to <b>select predefined tax rates from a dropdown menu</b> rather than manually entering them for each invoice.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1081749066/652dc6b71475bb27bfd35301/Screenshot+2024-06-14+at+09_59_53.png?expires=1732405500&signature=44853d4bc86b464fd41ed5473211dd0de8d2a9d83718b6807d1b889630247407&req=dSAvF856lIFZX%2FMW1HO4zcFYCxJtR7mxXyQ4RUTljhQLnQu89D2KB16EqK0f%0A9H9%2FULvGEMdB%2BMmzCHg%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1081749066/652dc6b71475bb27bfd35301/Screenshot+2024-06-14+at+09_59_53.png?expires=1732405500&signature=44853d4bc86b464fd41ed5473211dd0de8d2a9d83718b6807d1b889630247407&req=dSAvF856lIFZX%2FMW1HO4zcFYCxJtR7mxXyQ4RUTljhQLnQu89D2KB16EqK0f%0A9H9%2FULvGEMdB%2BMmzCHg%3D%0A" width="2622" height="1442"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#feedaf80;border-color:#fbc91633"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Previously, taxes were defined in the <a href="https://help.productive.io/en/articles/3154390-document-templates">document templates</a> section, and you could choose whether to apply the tax per line item or only on the subtotal.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Now, all tax rates are applied from <b>the dropdown in the invoice wizard</b>, while the document template still dictates the layout and the contents of the invoice, as well as the accompanying email.</p></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_d146addcfa">Setting Up Tax Rates</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_63a984e312">Adding and Editing Tax Rates in the Settings</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Navigate to <b>Settings </b>><b> Invoicing </b>><b> Tax rates</b> to add or edit tax rates (note that only admins have access to these settings).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you <b>previously issued invoices</b> through Productive, all previously utilized tax rates associated with your subsidiaries will be moved here. Moving forward, you can add new ones or archive any outdated rates you do not wish to use anymore.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1060929812/9eae9d3fbcdf57c185f12acf/Screenshot+2024-05-24+at+15_21_41.png?expires=1732405500&signature=a9c73041adf618626585e0cfbd11d3f8bf92d325f1986427b44dc975978e8373&req=dSAhFsB8lIleW%2FMW1HO4zfdos%2B9VwJ38PKua3DSHrZCwglezvcdDu2WJpC0G%0AyghpHnfpEJgTI4SOTO4%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1060929812/9eae9d3fbcdf57c185f12acf/Screenshot+2024-05-24+at+15_21_41.png?expires=1732405500&signature=a9c73041adf618626585e0cfbd11d3f8bf92d325f1986427b44dc975978e8373&req=dSAhFsB8lIleW%2FMW1HO4zfdos%2B9VwJ38PKua3DSHrZCwglezvcdDu2WJpC0G%0AyghpHnfpEJgTI4SOTO4%3D%0A" width="2902" height="1446"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Editing a previously used tax rate</b> (changing the subsidiary, the tax name or the value) will trigger a notification saying "Can't modify if tax already applied to invoices," indicating that you can't change it. It is recommended to either archive it or create a new tax rate for the subsidiary in question.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1070038264/dbcfd10c60b555c171c01d7a/Screenshot+2024-06-03+at+16_26_34.png?expires=1732405500&signature=dcbaa359b32549697350e745ad75086ca33e3e04ae8260a4498a770e6d97ead1&req=dSAgFsl9lYNZXfMW1HO4zfUcN0M2HMbevaW42Iq%2B%2FQM7JEeSC7YrOlOqkFCV%0A105rRi68tigtRoXvUXA%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1070038264/dbcfd10c60b555c171c01d7a/Screenshot+2024-06-03+at+16_26_34.png?expires=1732405500&signature=dcbaa359b32549697350e745ad75086ca33e3e04ae8260a4498a770e6d97ead1&req=dSAgFsl9lYNZXfMW1HO4zfUcN0M2HMbevaW42Iq%2B%2FQM7JEeSC7YrOlOqkFCV%0A105rRi68tigtRoXvUXA%3D%0A" width="1170" height="1184" style="width:500px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#d7efdc80;border-color:#1bb15733"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Important</b>: Each <b>tax rate is linked to a specific subsidiary</b>, meaning that you can only apply tax rates associated with the subsidiary issuing the invoice. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you have<b> multiple subsidiaries </b>with various tax rates, make sure to add all tax rates and match them to the appropriate subsidiaries in the settings.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1070049587/5e52c3d031791c7b0c4398b9/Screenshot+2024-06-03+at+16_35_19.png?expires=1732405500&signature=92d168e22f01637ce48d39c3bdb13949a506182f8e9726a2b4c9f99b03bcd0e0&req=dSAgFsl6lIRXXvMW1HO4zVDS0INZ5gfLGWdliMzn7R3m05qtcDHJlcIiyA2n%0ANxpN2rqTD9hqOeXXG4Y%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1070049587/5e52c3d031791c7b0c4398b9/Screenshot+2024-06-03+at+16_35_19.png?expires=1732405500&signature=92d168e22f01637ce48d39c3bdb13949a506182f8e9726a2b4c9f99b03bcd0e0&req=dSAgFsl6lIRXXvMW1HO4zVDS0INZ5gfLGWdliMzn7R3m05qtcDHJlcIiyA2n%0ANxpN2rqTD9hqOeXXG4Y%3D%0A" width="2480" height="1292"/></a></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Important to Note</b>: </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can create <b>single-componen</b>t or <b>multi-component taxes</b> (e.g., dual-component tax). To add a component, select the "+ Add component" in the bottom left.</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1070057304/a328bfa436e3cf4e64d23e2e/Screenshot+2024-06-03+at+16_40_52.png?expires=1732405500&signature=a2ed5af0e62b78de13b0639ce200e77ce7d317ffe84675e7f20880bcd935560b&req=dSAgFsl7moJfXfMW1HO4zTSoeN7VHpiMAODT0%2BeGnuzZIQC2%2FcSL3giaRc7E%0A2NUFDwn%2Fo4wQasKsYSc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1070057304/a328bfa436e3cf4e64d23e2e/Screenshot+2024-06-03+at+16_40_52.png?expires=1732405500&signature=a2ed5af0e62b78de13b0639ce200e77ce7d317ffe84675e7f20880bcd935560b&req=dSAgFsl7moJfXfMW1HO4zTSoeN7VHpiMAODT0%2BeGnuzZIQC2%2FcSL3giaRc7E%0A2NUFDwn%2Fo4wQasKsYSc%3D%0A" width="1106" height="1122" style="width:450px"/></a></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Since <b>adding a tax rate to an invoice line item is mandatory</b>, if you need to omit the tax in certain cases (and do not want the invoice to display "0% tax"), you can create a tax rate with just a name, leaving the tax name and percentage fields empty. <br/>Check out <a href="https://help.productive.io/en/articles/9734327-empty-tax-rate-use-case">this article </a>to learn how to manage no-tax items in invoices.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1143886476/9580e5e7a15d830ab02c0808/Screenshot+2024-08-13+at+11_45_22.png?expires=1732405500&signature=15da77cad1d66333aebf7d62315c517dcd2eff6bfbea44fb45cc7d60b1feb91b&req=dSEjFcF2m4VYX%2FMW1HO4zfuMZ2BpQjIWYEeMfDICLYgXql09iSYvq6YhvOgW%0ACjn7%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1143886476/9580e5e7a15d830ab02c0808/Screenshot+2024-08-13+at+11_45_22.png?expires=1732405500&signature=15da77cad1d66333aebf7d62315c517dcd2eff6bfbea44fb45cc7d60b1feb91b&req=dSEjFcF2m4VYX%2FMW1HO4zfuMZ2BpQjIWYEeMfDICLYgXql09iSYvq6YhvOgW%0ACjn7%0A" width="970" height="1000" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once finished with adjusting all the details, select <b>Save</b>, and your tax rate will be ready for use! </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#d7efdc80;border-color:#1bb15733"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here is a checklist of all tax rate properties:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tax rate name</b>: The name of the tax rate you want to include in your invoice.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Subsidiary</b>: The subsidiary for which the tax rate can be used.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tax name: </b>The name of each tax component.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Value</b>: The percentage of the tax.</p></div></li></ul></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_29cdd3a581">Applying Tax Rates in Invoices</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_301b43a56a">Selecting Tax Rates</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When creating an invoice, a dropdown menu appears just below the subsidiary picker, allowing you to select the tax rate. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Choosing the subsidiary will automatically pull all tax rates you created for that subsidiary.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1060994249/d1ef2e6ede644987661342ed/Screenshot+2024-05-24+at+16_14_01.png?expires=1732405500&signature=a793cb00314ea4524c1eef26c7a45712cb7a5702ad3d5325207206af7ae90324&req=dSAhFsB3mYNbUPMW1HO4zWJ81cC6So%2BY7ubXVVqWwcZP3TCphlV9%2FFLvPzJh%0AibKrAKjx3588h9uW0hM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1060994249/d1ef2e6ede644987661342ed/Screenshot+2024-05-24+at+16_14_01.png?expires=1732405500&signature=a793cb00314ea4524c1eef26c7a45712cb7a5702ad3d5325207206af7ae90324&req=dSAhFsB3mYNbUPMW1HO4zWJ81cC6So%2BY7ubXVVqWwcZP3TCphlV9%2FFLvPzJh%0AibKrAKjx3588h9uW0hM%3D%0A" width="2918" height="1482"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>By default, the selected tax rate applies to all line items in the invoice. However, you can <b>change the tax rate for individual line items </b>by choosing it from the dropdown.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>As you change the tax rates, the invoice subtotals and total will adjust. Note that if you change a tax rate for a single line item, you'll need to confirm it by selecting <b>Save</b> in the lower left.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1061026311/4f69f639f8ed88914e67658a/Screenshot+2024-05-24+at+16_38_59.png?expires=1732405500&signature=770480b1b765677190c9a525fc50af066b43d5def4234f1ee1ad9945253a7cf6&req=dSAhF8l8m4JeWPMW1HO4zdSUDqVnhfLqF53%2FlieentxKIvvpwYVZBLTsZK%2B%2F%0AXa1OM%2BWkSF6ggd%2Bp7oY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1061026311/4f69f639f8ed88914e67658a/Screenshot+2024-05-24+at+16_38_59.png?expires=1732405500&signature=770480b1b765677190c9a525fc50af066b43d5def4234f1ee1ad9945253a7cf6&req=dSAhF8l8m4JeWPMW1HO4zdSUDqVnhfLqF53%2FlieentxKIvvpwYVZBLTsZK%2B%2F%0AXa1OM%2BWkSF6ggd%2Bp7oY%3D%0A" width="2924" height="1482"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#feedaf80;border-color:#fbc91633"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Note <b>the change from the previous invoice settings</b> (June 2024): </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>It’s no longer possible to edit the tax rate in a free text field on the invoice. All tax rates must be selected from the dropdown!</p></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_65e94d5181">Bulk Editing Tax Rates</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>On the invoice screen, you can change the tax rate <b>for all line items simultaneously</b> by selecting the main Tax rate dropdown located at the top of the tax column.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1061028480/e5ba65c3c9624fe4ab5ac06a/Screenshot+2024-05-24+at+16_42_49.png?expires=1732405500&signature=e6becedc46b0d8e3fd3305050fe5291500ad067f7ebf4d7e9416a79280c29dec&req=dSAhF8l8lYVXWfMW1HO4zYm7I1OPhPaWpmCC0%2FPPqzs9wnUBBytRDS7neqgz%0A5A3dJAd58CcSfAjzVzE%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1061028480/e5ba65c3c9624fe4ab5ac06a/Screenshot+2024-05-24+at+16_42_49.png?expires=1732405500&signature=e6becedc46b0d8e3fd3305050fe5291500ad067f7ebf4d7e9416a79280c29dec&req=dSAhF8l8lYVXWfMW1HO4zYm7I1OPhPaWpmCC0%2FPPqzs9wnUBBytRDS7neqgz%0A5A3dJAd58CcSfAjzVzE%3D%0A" width="2940" height="1210"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_a6ffe396c6">Automatic Invoice Settings</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once you draft or finalize an invoice, Productive will <b>remember the settings you used</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Next time you start creating an invoice for a client you already invoiced, Productive will preselect invoice settings based on the previous invoice drafted or sent to the same client.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>What's Copied?</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Preselected settings from the previous invoice for the same client include:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Invoicing <a href="https://help.productive.io/en/articles/4656350-understanding-invoicing-methods">method</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Subsidiary</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Document <a href="https://help.productive.io/en/articles/3154390-document-templates">template</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>"Display line items as" information</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tax rate</b></p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1061066042/e34ac6768e2f1e4ad3821bb5/Screenshot+2024-05-24+at+17_12_34.png?expires=1732405500&signature=63e475131837f51eda8005eb42a2db6b84fe030ae8c2028fa98fda935537169f&req=dSAhF8l4m4FbW%2FMW1HO4zW8ISAMm%2Bx%2BoCQXf6Twdp3EAJPFwGegDrvwdGU%2Bj%0Ag9Ylo2ZXOO2omAdttRk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1061066042/e34ac6768e2f1e4ad3821bb5/Screenshot+2024-05-24+at+17_12_34.png?expires=1732405500&signature=63e475131837f51eda8005eb42a2db6b84fe030ae8c2028fa98fda935537169f&req=dSAhF8l4m4FbW%2FMW1HO4zW8ISAMm%2Bx%2BoCQXf6Twdp3EAJPFwGegDrvwdGU%2Bj%0Ag9Ylo2ZXOO2omAdttRk%3D%0A" width="2680" height="1286" style="width:550px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4437695d38">Applying Tax Rates in Budget and Deal Proposals</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To include a tax rate in your <b>PDF proposal,</b> whether it’s from a <b>budget</b> or a <b>deal</b>, start by opening the <b>budget or deal sidebar</b>. Next, select the <b>Document information tab</b> and click on "<b>Edit document info</b>".<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1084378268/5244bdf65f2882602dfe372f/Screenshot+2024-06-17+at+15_55_05.png?expires=1732405500&signature=e087505030aa761454a2ff13bcd6a662a99e972db1f5a8a90bf724070ee9e570&req=dSAvEsp5lYNZUfMW1HO4zSeKbL%2FUyTRKg1AWZ23vf2QMgSY%2FCegrjI7aAAFv%0AKIIheD2aBZyV9Fv14Qc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1084378268/5244bdf65f2882602dfe372f/Screenshot+2024-06-17+at+15_55_05.png?expires=1732405500&signature=e087505030aa761454a2ff13bcd6a662a99e972db1f5a8a90bf724070ee9e570&req=dSAvEsp5lYNZUfMW1HO4zSeKbL%2FUyTRKg1AWZ23vf2QMgSY%2FCegrjI7aAAFv%0AKIIheD2aBZyV9Fv14Qc%3D%0A" width="2916" height="1220"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A popup will appear where you can choose your preferred <b>document template</b>, which determines the PDF’s visual appearance and<b> the tax rate</b>. After selecting the template and adjusting the tax rate, you can add a custom note to the proposal if needed. Once all changes are made, click <b>Save</b> in the bottom left corner.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Please note that the <b>available tax rates are determined by the ones you created and assigned to the subsidiary </b>associated with the budget!</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1084381023/3430e084612e451739345f9b/Screenshot+2024-06-17+at+15_57_56.png?expires=1732405500&signature=e222018a2f2b3e61034c78dd415426aae15eca78012e0f46dad4f4c81cc12275&req=dSAvEsp2nIFdWvMW1HO4zQvxvrQgBLGM1xbq7noT1UULt5CAMDl6CYMjY7Ij%0AAP1LXFMgjfeRTf5m9Yc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1084381023/3430e084612e451739345f9b/Screenshot+2024-06-17+at+15_57_56.png?expires=1732405500&signature=e222018a2f2b3e61034c78dd415426aae15eca78012e0f46dad4f4c81cc12275&req=dSAvEsp2nIFdWvMW1HO4zQvxvrQgBLGM1xbq7noT1UULt5CAMDl6CYMjY7Ij%0AAP1LXFMgjfeRTf5m9Yc%3D%0A" width="1294" height="1346" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After saving, proceed to export the file by selecting the "<b>Export proposal PDF</b>" option.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1084398996/5e68220ea34e3753b8b0dd15/Screenshot+2024-06-17+at+16_11_36.png?expires=1732405500&signature=414f4f5ae44caf2ae54e97083d7eec413d045c68d0978a6488d6fdc84bc93a7f&req=dSAvEsp3lYhWX%2FMW1HO4zSU2BoJnpmUChkxhdrljEjCty1JQ8tlAvrgmvl7b%0ATM0t0BYCHZWj%2BbjOqVA%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1084398996/5e68220ea34e3753b8b0dd15/Screenshot+2024-06-17+at+16_11_36.png?expires=1732405500&signature=414f4f5ae44caf2ae54e97083d7eec413d045c68d0978a6488d6fdc84bc93a7f&req=dSAvEsp3lYhWX%2FMW1HO4zSU2BoJnpmUChkxhdrljEjCty1JQ8tlAvrgmvl7b%0ATM0t0BYCHZWj%2BbjOqVA%3D%0A" width="2934" height="1126"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_0f64532197">Managing Tax Rates</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_ba26bdcac7">Active and Archived Status</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Active</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Tax rates with this status can be added to invoices. You'll see all your active tax rates listed in Settings > Invoicing > Tax rates.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>From there, you can edit, duplicate or archive the tax rate by selecting the three-dot menu to the right of each tax rate. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Note that if you already applied the tax rate to an invoice, you cannot edit it retroactively, instead, if needed, <b>duplicate the rate</b>, make any changes, and save it as a new one.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1062963014/34c8623986654bbbc1ff9ad4/Screenshot+2024-05-27+at+09_45_32.png?expires=1732405500&signature=e64c0839567c30460fd8f9acf4b2ddf9d64d25a2ffebbc1d3d1fe9363e5ffe1b&req=dSAhFMB4noFeXfMW1HO4zfdOaRrZrfthWZ7Emz0SY7Eaan5Abv56pKo8JyCd%0ALgwnu2wxgVAUBOlznkw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1062963014/34c8623986654bbbc1ff9ad4/Screenshot+2024-05-27+at+09_45_32.png?expires=1732405500&signature=e64c0839567c30460fd8f9acf4b2ddf9d64d25a2ffebbc1d3d1fe9363e5ffe1b&req=dSAhFMB4noFeXfMW1HO4zfdOaRrZrfthWZ7Emz0SY7Eaan5Abv56pKo8JyCd%0ALgwnu2wxgVAUBOlznkw%3D%0A" width="2714" height="1272"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Archived</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can archive a tax rate from the three-dot menu, and later access and activate any archived tax rate if you select "Show archived" in the bottom left.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1062966068/c411eadc7ec4f118cb31eb20/Screenshot+2024-05-27+at+09_50_14.png?expires=1732405500&signature=6061c426cc055223e7d7f6c1ded32c100cca73ee71de17a1cbfb407d0a7ce326&req=dSAhFMB4m4FZUfMW1HO4zWcGr%2BR5xMJCJq0z1NsYXGpouGxgw0Gq1MdMe0D%2F%0AwzUD0LTuDjN1QngkvmE%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1062966068/c411eadc7ec4f118cb31eb20/Screenshot+2024-05-27+at+09_50_14.png?expires=1732405500&signature=6061c426cc055223e7d7f6c1ded32c100cca73ee71de17a1cbfb407d0a7ce326&req=dSAhFMB4m4FZUfMW1HO4zWcGr%2BR5xMJCJq0z1NsYXGpouGxgw0Gq1MdMe0D%2F%0AwzUD0LTuDjN1QngkvmE%3D%0A" width="2524" height="1176"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Archived tax rates cannot be added to new invoices. However, <b>archived tax rates remain on all invoices</b> where they were previously assigned. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1062971963/5bf603b77bf5d68b97d03ba6/Screenshot+2024-05-27+at+09_57_45.png?expires=1732405500&signature=5d67efb30d80cc5c7b922a9622030cc4fd62700d14392022f95d7b33c96d411d&req=dSAhFMB5nIhZWvMW1HO4zT0RZBRjEBm6ENECEmqCYsbunmNVudTv3yMRlFUQ%0AiH3owjq%2Fw3z2ew2CJFc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1062971963/5bf603b77bf5d68b97d03ba6/Screenshot+2024-05-27+at+09_57_45.png?expires=1732405500&signature=5d67efb30d80cc5c7b922a9622030cc4fd62700d14392022f95d7b33c96d411d&req=dSAhFMB5nIhZWvMW1HO4zT0RZBRjEBm6ENECEmqCYsbunmNVudTv3yMRlFUQ%0AiH3owjq%2Fw3z2ew2CJFc%3D%0A" width="2604" height="1416"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When <b>editing an invoice</b> <b>with an archived tax rate</b>, a warning will appear, but changes to the invoice can still be made. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you <b>try duplicating an invoice</b> with an archived tax rate, a notification will warn you and prompt you to select a new tax rate for the new invoice.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1062973575/d278f68d62a1178c8066b906/Screenshot+2024-05-27+at+10_00_06.png?expires=1732405500&signature=8695e237a5487c30c080038ba971f367907e0da130c1b10c896447fa0a0fd13c&req=dSAhFMB5noRYXPMW1HO4zWMg0MSuer5X4CjmKK7RBDSpCgySCbTO6SSbUDMA%0ASnotjZxDHJ7vFjSyAbM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1062973575/d278f68d62a1178c8066b906/Screenshot+2024-05-27+at+10_00_06.png?expires=1732405500&signature=8695e237a5487c30c080038ba971f367907e0da130c1b10c896447fa0a0fd13c&req=dSAhFMB5noRYXPMW1HO4zWMg0MSuer5X4CjmKK7RBDSpCgySCbTO6SSbUDMA%0ASnotjZxDHJ7vFjSyAbM%3D%0A" width="1076" height="1188" style="width:450px"/></a></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"0277bec5-f8fe-461b-bbf4-0b8fad10d604","role":"visitor_role"},"articleContent":{"articleId":"9374894","author":null,"blocks":[{"type":"paragraph","text":"To improve the invoicing process and ensure consistency, \u003cb\u003etax rates\u003c/b\u003e are now managed through a centralized system in Productive found in the \u003cb\u003einvoicing settings\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"The \u003cb\u003eTax rates feature\u003c/b\u003e allows users to \u003cb\u003eselect predefined tax rates from a dropdown menu\u003c/b\u003e rather than manually entering them for each invoice.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1081749066/652dc6b71475bb27bfd35301/Screenshot+2024-06-14+at+09_59_53.png?expires=1732405500\u0026signature=44853d4bc86b464fd41ed5473211dd0de8d2a9d83718b6807d1b889630247407\u0026req=dSAvF856lIFZX%2FMW1HO4zcFYCxJtR7mxXyQ4RUTljhQLnQu89D2KB16EqK0f%0A9H9%2FULvGEMdB%2BMmzCHg%3D%0A","width":2622,"height":1442},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Previously, taxes were defined in the \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003edocument templates\u003c/a\u003e section, and you could choose whether to apply the tax per line item or only on the subtotal.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Now, all tax rates are applied from \u003cb\u003ethe dropdown in the invoice wizard\u003c/b\u003e, while the document template still dictates the layout and the contents of the invoice, as well as the accompanying email.","class":"no-margin"}],"style":{"backgroundColor":"#feedaf80","borderColor":"#fbc91633"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Setting Up Tax Rates","idAttribute":"h_d146addcfa"},{"type":"subheading","text":"Adding and Editing Tax Rates in the Settings","idAttribute":"h_63a984e312"},{"type":"paragraph","text":"Navigate to \u003cb\u003eSettings \u003c/b\u003e\u0026gt;\u003cb\u003e Invoicing \u003c/b\u003e\u0026gt;\u003cb\u003e Tax rates\u003c/b\u003e to add or edit tax rates (note that only admins have access to these settings).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"If you \u003cb\u003epreviously issued invoices\u003c/b\u003e through Productive, all previously utilized tax rates associated with your subsidiaries will be moved here. Moving forward, you can add new ones or archive any outdated rates you do not wish to use anymore.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1060929812/9eae9d3fbcdf57c185f12acf/Screenshot+2024-05-24+at+15_21_41.png?expires=1732405500\u0026signature=a9c73041adf618626585e0cfbd11d3f8bf92d325f1986427b44dc975978e8373\u0026req=dSAhFsB8lIleW%2FMW1HO4zfdos%2B9VwJ38PKua3DSHrZCwglezvcdDu2WJpC0G%0AyghpHnfpEJgTI4SOTO4%3D%0A","width":2902,"height":1446},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eEditing a previously used tax rate\u003c/b\u003e (changing the subsidiary, the tax name or the value) will trigger a notification saying \"Can't modify if tax already applied to invoices,\" indicating that you can't change it. It is recommended to either archive it or create a new tax rate for the subsidiary in question.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1070038264/dbcfd10c60b555c171c01d7a/Screenshot+2024-06-03+at+16_26_34.png?expires=1732405500\u0026signature=dcbaa359b32549697350e745ad75086ca33e3e04ae8260a4498a770e6d97ead1\u0026req=dSAgFsl9lYNZXfMW1HO4zfUcN0M2HMbevaW42Iq%2B%2FQM7JEeSC7YrOlOqkFCV%0A105rRi68tigtRoXvUXA%3D%0A","width":1170,"height":1184,"displayWidth":500,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eImportant\u003c/b\u003e: Each \u003cb\u003etax rate is linked to a specific subsidiary\u003c/b\u003e, meaning that you can only apply tax rates associated with the subsidiary issuing the invoice. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"If you have\u003cb\u003e multiple subsidiaries \u003c/b\u003ewith various tax rates, make sure to add all tax rates and match them to the appropriate subsidiaries in the settings.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1070049587/5e52c3d031791c7b0c4398b9/Screenshot+2024-06-03+at+16_35_19.png?expires=1732405500\u0026signature=92d168e22f01637ce48d39c3bdb13949a506182f8e9726a2b4c9f99b03bcd0e0\u0026req=dSAgFsl6lIRXXvMW1HO4zVDS0INZ5gfLGWdliMzn7R3m05qtcDHJlcIiyA2n%0ANxpN2rqTD9hqOeXXG4Y%3D%0A","width":2480,"height":1292}],"style":{"backgroundColor":"#d7efdc80","borderColor":"#1bb15733"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eImportant to Note\u003c/b\u003e: ","class":"no-margin"},{"type":"unorderedNestedList","text":"- You can create \u003cb\u003esingle-componen\u003c/b\u003et or \u003cb\u003emulti-component taxes\u003c/b\u003e (e.g., dual-component tax). To add a component, select the \"+ Add component\" in the bottom left.","items":[{"content":[{"type":"paragraph","text":"You can create \u003cb\u003esingle-componen\u003c/b\u003et or \u003cb\u003emulti-component taxes\u003c/b\u003e (e.g., dual-component tax). To add a component, select the \"+ Add component\" in the bottom left.","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1070057304/a328bfa436e3cf4e64d23e2e/Screenshot+2024-06-03+at+16_40_52.png?expires=1732405500\u0026signature=a2ed5af0e62b78de13b0639ce200e77ce7d317ffe84675e7f20880bcd935560b\u0026req=dSAgFsl7moJfXfMW1HO4zTSoeN7VHpiMAODT0%2BeGnuzZIQC2%2FcSL3giaRc7E%0A2NUFDwn%2Fo4wQasKsYSc%3D%0A","width":1106,"height":1122,"displayWidth":450,"align":"center"},{"type":"unorderedNestedList","text":"- Since \u003cb\u003eadding a tax rate to an invoice line item is mandatory\u003c/b\u003e, if you need to omit the tax in certain cases (and do not want the invoice to display \"0% tax\"), you can create a tax rate with just a name, leaving the tax name and percentage fields empty. \u003cbr\u003eCheck out \u003ca href=\"https://help.productive.io/en/articles/9734327-empty-tax-rate-use-case\"\u003ethis article \u003c/a\u003eto learn how to manage no-tax items in invoices.\n \n \n ","items":[{"content":[{"type":"paragraph","text":"Since \u003cb\u003eadding a tax rate to an invoice line item is mandatory\u003c/b\u003e, if you need to omit the tax in certain cases (and do not want the invoice to display \"0% tax\"), you can create a tax rate with just a name, leaving the tax name and percentage fields empty. \u003cbr\u003eCheck out \u003ca href=\"https://help.productive.io/en/articles/9734327-empty-tax-rate-use-case\"\u003ethis article \u003c/a\u003eto learn how to manage no-tax items in invoices.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1143886476/9580e5e7a15d830ab02c0808/Screenshot+2024-08-13+at+11_45_22.png?expires=1732405500\u0026signature=15da77cad1d66333aebf7d62315c517dcd2eff6bfbea44fb45cc7d60b1feb91b\u0026req=dSEjFcF2m4VYX%2FMW1HO4zfuMZ2BpQjIWYEeMfDICLYgXql09iSYvq6YhvOgW%0ACjn7%0A","width":970,"height":1000,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"paragraph","text":"Once finished with adjusting all the details, select \u003cb\u003eSave\u003c/b\u003e, and your tax rate will be ready for use! ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Here is a checklist of all tax rate properties:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eTax rate name\u003c/b\u003e: The name of the tax rate you want to include in your invoice.\n- \u003cb\u003eSubsidiary\u003c/b\u003e: The subsidiary for which the tax rate can be used.\n- \u003cb\u003eTax name: \u003c/b\u003eThe name of each tax component.\n- \u003cb\u003eValue\u003c/b\u003e: The percentage of the tax.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eTax rate name\u003c/b\u003e: The name of the tax rate you want to include in your invoice.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eSubsidiary\u003c/b\u003e: The subsidiary for which the tax rate can be used.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eTax name: \u003c/b\u003eThe name of each tax component.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eValue\u003c/b\u003e: The percentage of the tax.","class":"no-margin"}]}]}],"style":{"backgroundColor":"#d7efdc80","borderColor":"#1bb15733"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Applying Tax Rates in Invoices","idAttribute":"h_29cdd3a581"},{"type":"subheading","text":"Selecting Tax Rates","idAttribute":"h_301b43a56a"},{"type":"paragraph","text":"When creating an invoice, a dropdown menu appears just below the subsidiary picker, allowing you to select the tax rate. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Choosing the subsidiary will automatically pull all tax rates you created for that subsidiary.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1060994249/d1ef2e6ede644987661342ed/Screenshot+2024-05-24+at+16_14_01.png?expires=1732405500\u0026signature=a793cb00314ea4524c1eef26c7a45712cb7a5702ad3d5325207206af7ae90324\u0026req=dSAhFsB3mYNbUPMW1HO4zWJ81cC6So%2BY7ubXVVqWwcZP3TCphlV9%2FFLvPzJh%0AibKrAKjx3588h9uW0hM%3D%0A","width":2918,"height":1482},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"By default, the selected tax rate applies to all line items in the invoice. However, you can \u003cb\u003echange the tax rate for individual line items \u003c/b\u003eby choosing it from the dropdown.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"As you change the tax rates, the invoice subtotals and total will adjust. Note that if you change a tax rate for a single line item, you'll need to confirm it by selecting \u003cb\u003eSave\u003c/b\u003e in the lower left.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1061026311/4f69f639f8ed88914e67658a/Screenshot+2024-05-24+at+16_38_59.png?expires=1732405500\u0026signature=770480b1b765677190c9a525fc50af066b43d5def4234f1ee1ad9945253a7cf6\u0026req=dSAhF8l8m4JeWPMW1HO4zdSUDqVnhfLqF53%2FlieentxKIvvpwYVZBLTsZK%2B%2F%0AXa1OM%2BWkSF6ggd%2Bp7oY%3D%0A","width":2924,"height":1482},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Note \u003cb\u003ethe change from the previous invoice settings\u003c/b\u003e (June 2024): ","class":"no-margin"},{"type":"paragraph","text":"It’s no longer possible to edit the tax rate in a free text field on the invoice. All tax rates must be selected from the dropdown!","class":"no-margin"}],"style":{"backgroundColor":"#feedaf80","borderColor":"#fbc91633"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Bulk Editing Tax Rates","idAttribute":"h_65e94d5181"},{"type":"paragraph","text":"On the invoice screen, you can change the tax rate \u003cb\u003efor all line items simultaneously\u003c/b\u003e by selecting the main Tax rate dropdown located at the top of the tax column.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1061028480/e5ba65c3c9624fe4ab5ac06a/Screenshot+2024-05-24+at+16_42_49.png?expires=1732405500\u0026signature=e6becedc46b0d8e3fd3305050fe5291500ad067f7ebf4d7e9416a79280c29dec\u0026req=dSAhF8l8lYVXWfMW1HO4zYm7I1OPhPaWpmCC0%2FPPqzs9wnUBBytRDS7neqgz%0A5A3dJAd58CcSfAjzVzE%3D%0A","width":2940,"height":1210},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Automatic Invoice Settings","idAttribute":"h_a6ffe396c6"},{"type":"paragraph","text":"Once you draft or finalize an invoice, Productive will \u003cb\u003eremember the settings you used\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":"Next time you start creating an invoice for a client you already invoiced, Productive will preselect invoice settings based on the previous invoice drafted or sent to the same client.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eWhat's Copied?\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Preselected settings from the previous invoice for the same client include:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Invoicing \u003ca href=\"https://help.productive.io/en/articles/4656350-understanding-invoicing-methods\"\u003emethod\u003c/a\u003e\n- Subsidiary\n- Document \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003etemplate\u003c/a\u003e\n- \"Display line items as\" information\n- \u003cb\u003eTax rate\u003c/b\u003e","items":[{"content":[{"type":"paragraph","text":"Invoicing \u003ca href=\"https://help.productive.io/en/articles/4656350-understanding-invoicing-methods\"\u003emethod\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Subsidiary","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Document \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003etemplate\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\"Display line items as\" information","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eTax rate\u003c/b\u003e","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1061066042/e34ac6768e2f1e4ad3821bb5/Screenshot+2024-05-24+at+17_12_34.png?expires=1732405500\u0026signature=63e475131837f51eda8005eb42a2db6b84fe030ae8c2028fa98fda935537169f\u0026req=dSAhF8l4m4FbW%2FMW1HO4zW8ISAMm%2Bx%2BoCQXf6Twdp3EAJPFwGegDrvwdGU%2Bj%0Ag9Ylo2ZXOO2omAdttRk%3D%0A","width":2680,"height":1286,"displayWidth":550,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Applying Tax Rates in Budget and Deal Proposals","idAttribute":"h_4437695d38"},{"type":"paragraph","text":"To include a tax rate in your \u003cb\u003ePDF proposal,\u003c/b\u003e whether it’s from a \u003cb\u003ebudget\u003c/b\u003e or a \u003cb\u003edeal\u003c/b\u003e, start by opening the \u003cb\u003ebudget or deal sidebar\u003c/b\u003e. Next, select the \u003cb\u003eDocument information tab\u003c/b\u003e and click on \"\u003cb\u003eEdit document info\u003c/b\u003e\".\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1084378268/5244bdf65f2882602dfe372f/Screenshot+2024-06-17+at+15_55_05.png?expires=1732405500\u0026signature=e087505030aa761454a2ff13bcd6a662a99e972db1f5a8a90bf724070ee9e570\u0026req=dSAvEsp5lYNZUfMW1HO4zSeKbL%2FUyTRKg1AWZ23vf2QMgSY%2FCegrjI7aAAFv%0AKIIheD2aBZyV9Fv14Qc%3D%0A","width":2916,"height":1220},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"A popup will appear where you can choose your preferred \u003cb\u003edocument template\u003c/b\u003e, which determines the PDF’s visual appearance and\u003cb\u003e the tax rate\u003c/b\u003e. After selecting the template and adjusting the tax rate, you can add a custom note to the proposal if needed. Once all changes are made, click \u003cb\u003eSave\u003c/b\u003e in the bottom left corner.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Please note that the \u003cb\u003eavailable tax rates are determined by the ones you created and assigned to the subsidiary \u003c/b\u003eassociated with the budget!","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1084381023/3430e084612e451739345f9b/Screenshot+2024-06-17+at+15_57_56.png?expires=1732405500\u0026signature=e222018a2f2b3e61034c78dd415426aae15eca78012e0f46dad4f4c81cc12275\u0026req=dSAvEsp2nIFdWvMW1HO4zQvxvrQgBLGM1xbq7noT1UULt5CAMDl6CYMjY7Ij%0AAP1LXFMgjfeRTf5m9Yc%3D%0A","width":1294,"height":1346,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"After saving, proceed to export the file by selecting the \"\u003cb\u003eExport proposal PDF\u003c/b\u003e\" option.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1084398996/5e68220ea34e3753b8b0dd15/Screenshot+2024-06-17+at+16_11_36.png?expires=1732405500\u0026signature=414f4f5ae44caf2ae54e97083d7eec413d045c68d0978a6488d6fdc84bc93a7f\u0026req=dSAvEsp3lYhWX%2FMW1HO4zSU2BoJnpmUChkxhdrljEjCty1JQ8tlAvrgmvl7b%0ATM0t0BYCHZWj%2BbjOqVA%3D%0A","width":2934,"height":1126},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Managing Tax Rates","idAttribute":"h_0f64532197"},{"type":"subheading","text":"Active and Archived Status","idAttribute":"h_ba26bdcac7"},{"type":"paragraph","text":"\u003cb\u003eActive\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Tax rates with this status can be added to invoices. You'll see all your active tax rates listed in Settings \u0026gt; Invoicing \u0026gt; Tax rates.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"From there, you can edit, duplicate or archive the tax rate by selecting the three-dot menu to the right of each tax rate. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Note that if you already applied the tax rate to an invoice, you cannot edit it retroactively, instead, if needed, \u003cb\u003eduplicate the rate\u003c/b\u003e, make any changes, and save it as a new one.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1062963014/34c8623986654bbbc1ff9ad4/Screenshot+2024-05-27+at+09_45_32.png?expires=1732405500\u0026signature=e64c0839567c30460fd8f9acf4b2ddf9d64d25a2ffebbc1d3d1fe9363e5ffe1b\u0026req=dSAhFMB4noFeXfMW1HO4zfdOaRrZrfthWZ7Emz0SY7Eaan5Abv56pKo8JyCd%0ALgwnu2wxgVAUBOlznkw%3D%0A","width":2714,"height":1272},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eArchived\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"You can archive a tax rate from the three-dot menu, and later access and activate any archived tax rate if you select \"Show archived\" in the bottom left.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1062966068/c411eadc7ec4f118cb31eb20/Screenshot+2024-05-27+at+09_50_14.png?expires=1732405500\u0026signature=6061c426cc055223e7d7f6c1ded32c100cca73ee71de17a1cbfb407d0a7ce326\u0026req=dSAhFMB4m4FZUfMW1HO4zWcGr%2BR5xMJCJq0z1NsYXGpouGxgw0Gq1MdMe0D%2F%0AwzUD0LTuDjN1QngkvmE%3D%0A","width":2524,"height":1176},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Archived tax rates cannot be added to new invoices. However, \u003cb\u003earchived tax rates remain on all invoices\u003c/b\u003e where they were previously assigned. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1062971963/5bf603b77bf5d68b97d03ba6/Screenshot+2024-05-27+at+09_57_45.png?expires=1732405500\u0026signature=5d67efb30d80cc5c7b922a9622030cc4fd62700d14392022f95d7b33c96d411d\u0026req=dSAhFMB5nIhZWvMW1HO4zT0RZBRjEBm6ENECEmqCYsbunmNVudTv3yMRlFUQ%0AiH3owjq%2Fw3z2ew2CJFc%3D%0A","width":2604,"height":1416},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"When \u003cb\u003eediting an invoice\u003c/b\u003e \u003cb\u003ewith an archived tax rate\u003c/b\u003e, a warning will appear, but changes to the invoice can still be made. ","class":"no-margin"},{"type":"paragraph","text":"If you \u003cb\u003etry duplicating an invoice\u003c/b\u003e with an archived tax rate, a notification will warn you and prompt you to select a new tax rate for the new invoice.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1062973575/d278f68d62a1178c8066b906/Screenshot+2024-05-27+at+10_00_06.png?expires=1732405500\u0026signature=8695e237a5487c30c080038ba971f367907e0da130c1b10c896447fa0a0fd13c\u0026req=dSAhFMB5noRYXPMW1HO4zWMg0MSuer5X4CjmKK7RBDSpCgySCbTO6SSbUDMA%0ASnotjZxDHJ7vFjSyAbM%3D%0A","width":1076,"height":1188,"displayWidth":450,"align":"center"}],"collectionId":"8956111","description":"Create your own tax codebook in Productive and apply different tax rates to invoices as defined for each subsidiary.","id":"9599672","lastUpdated":"Updated over 2 months ago","relatedArticles":[{"title":"Making Changes To an Invoice","url":"https://help.productive.io/en/articles/2179636-making-changes-to-an-invoice"},{"title":"Setting up Subsidiaries","url":"https://help.productive.io/en/articles/2179665-setting-up-subsidiaries"},{"title":"Creating and Managing Invoice Drafts","url":"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts"},{"title":"Use Case: Adding an Empty Tax Rate","url":"https://help.productive.io/en/articles/9734327-use-case-adding-an-empty-tax-rate"},{"title":"Automating Invoice Creation","url":"https://help.productive.io/en/articles/9997575-automating-invoice-creation"}],"targetUserType":"everyone","title":"Setting up and Managing Tax Rates in Invoicing","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.productive.io/en/collections/38828-invoicing","name":"Invoicing"},{"url":"https://help.productive.io/en/collections/8956111-creating-and-managing-invoices","name":"Creating and Managing 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