This is where you add or modify the individual taxes that can be applied in the system. This tab is divided into three sections:

A. Taxes

This is the list (name, code and description) of the various taxes that exist in the system:

Tax code: Abbreviation or unique identifier of the tax (e.g. GST, QST).

Description - tax: Explanatory label (e.g. Federal tax, Provincial tax).

Export code: Used for external integrations (may remain empty if not used).

B. Current rate - individual tax

Displays the rates applicable to the tax selected in the list on the left(A).

In the example below, the individual federal tax GST is selected.

Start date : Date from which the rate is applicable.

End date: End date of the rate (often left blank if still in effect).

Rate: Percentage of tax (e.g. 5.0000% for GST).

C. Current Aggregate rate by tax group

Displays the combined total of taxes for a specific group (useful for final calculations).

Description - tax group : Name of the group, as defined in the Tax Groups tab (e.g. Quebec's Tax).

Rate: Total combined rate of taxes included in the tax group (e.g. 14.9750%, which corresponds to GST + QST).

This section allows you to quickly view the global rate applied to an invoice or transaction.

This tab allows you to group several individual taxes under a single name, which can be useful for simplifying the application of taxes according to region or client type. This allows several tax types to be associated with a single group, making them easier to manage and apply to transactions.

A. Tax groups

This table lists the different tax groups created in the system. When a group is selected, the taxes that make it up and the resulting aggregate rate are displayed in the other sections.

Description - tax group : Group name (e.g. Quebec's Tax).

Default: Allows you to set this group as the default for new records. (Switch on or off).

Only one tax group can be defined as the default tax group.

B. Associated taxes

This table displays the individual taxes that make up the group selected in the list on the left(A).

Tax code: Abbreviation or identifier of the tax (e.g. GST, QST).

Description : Explicit name of the tax (e.g. Federal tax, Provincial tax).

Level: Tax application order: determines the order in which taxes are applied, if applicable.

The default value is 0, which means that all taxes are calculated directly on the total amount of the transaction, regardless of any other taxes calculated.

•Simple example (level 0) : If you wish to apply GST and QST to the total amount, without any interaction between them, both taxes must be defined with level 0.

•Cascade calculation example (level 0 and 1) : If you need GST to be calculated first on the total amount, then QST on the amount including GST, then set GST to level 0 and QST to level 1. This allows the system to respect the desired order of calculation between the different taxes.

Export code: Code used in exports or external interfaces (often 0 if not used).

C. Current Aggregate rate

Displays the total combined tax rate for the selected group, by period. This section is useful for viewing the actual rate applied in billing. It is not possible to modify the values displayed here, since they are the result of the rates configured for each tax, taking into account the levels entered (order of application).

Start date: Date from which this aggregated rate is in effect.

Rate: Total percentage (here, 14.9750% corresponding to GST + QST).