Overview
Tax bands define named tax rates (e.g. “VAT 20%”, “No Tax”) that are applied to sale items and fees across the platform. When a tax band is assigned to a sale item, the system calculates tax on every purchase of that item and sends a separate tax receipt email to the customer alongside the standard order confirmation. Tax bands are managed from Settings > Tax bands in the admin area. They are the foundation of all tax-related functionality — conditional tax bands, pricing display, and advanced tax settings all build on top of them.Creating a Tax Band
- Navigate to Settings > Tax bands.
- Click Add new tax band.
- Enter the following:
| Field | Description |
|---|---|
| Name | A descriptive name for the tax band (e.g. “Standard VAT”, “Zero Rated”). This is visible when assigning tax bands to sale items. |
| Rate | The tax percentage to apply. Supports up to 4 decimal places for precision (e.g. 21.5 or 7.7000). |
- Click Submit to save.
If you attach a tax band to a sale item, a separate tax invoice email will be sent as well as the standard order confirmation email. You can set your company billing details that will appear on these invoices from Company Settings.
Assigning Tax Bands to Sale Items
Once created, tax bands can be assigned to individual sale items during item setup. In the sale item editor, select a tax band from the Tax Band dropdown. This determines the tax rate applied to purchases of that item. Each sale item can either use:- A Single tax band — one fixed rate for all customers.
- Multiple conditional tax bands — different rates based on the customer’s country. See Conditional Tax Bands for details.
Editing a Tax Band
- Navigate to Settings > Tax bands.
- Click on the tax band you want to edit.
- Update the Name or Rate as needed.
- Click Submit to save your changes.
Changing a tax band’s rate affects all future orders for sale items that use it. Existing completed orders retain the rate that was in effect at the time of purchase.
Deleting a Tax Band
Tax bands can be deleted from the tax bands list using the delete button next to each entry. A tax band cannot be deleted while it is in use by:- Any sale item (as its assigned tax band)
- Any conditional tax band mapping
Tax bands are soft-deleted, meaning they can be restored after deletion if needed.
Default Tax Band
The system includes a default tax band (the first tax band created) that cannot be deleted. This ensures there is always at least one tax band available in the system.Tax Receipts
When a sale item has a tax band assigned, the platform automatically sends a tax receipt email to the customer after a successful purchase. This email is separate from the order confirmation and includes a breakdown of the tax applied. Tax receipt emails can be disabled from company settings if you handle tax receipts externally. See Advanced Tax Settings for details.Company Default Tax Band
A default tax band can be set at the company level from Company Settings under Default tax band. This determines the tax rate applied to any invoices generated for the company. If left blank, no sales tax information appears on company invoices.Where Tax Bands Appear
Tax bands are referenced throughout the platform:- Sale item configuration — selecting which tax rate applies to an item
- Checkout — calculating the tax component of a customer’s order
- Order details — displaying the tax breakdown for an order
- Tax receipt emails — itemised tax invoices sent to customers
- Reporting — gross, net, and tax breakdowns in reports
- Company invoices — tax applied to company-level billing