How to Configure Tax Settings for Invoicing

How to Configure Tax Settings for Invoicing


Nabooki provides automated invoicing to simplify your billing process. To ensure your invoices are accurate and comply with tax regulations, you first need to configure your tax settings.

This allows Nabooki to apply the correct taxes automatically to your services and invoices.

Step 1: Access Tax Settings

1️⃣ Using the left navigation menu, go to Settings > Taxes & Invoicing.
2️⃣ Click on the TAXES tab.

If a Tax is already displayed, click the ••• button under the ACTION column and then Edit, or continue below to add a new Tax.



Step 2: Add a New Tax

1️⃣ Click the blue + button to open the tax setup screen.
2️⃣ Fill in the required fields:

  • Tax Name: e.g., GST, VAT, etc.

  • Tax Rate (%): This will be calculated and included in the total price (e.g., 10)
    When setting up your services, if you need to add tax on top of your price, you should update the service price, as Nabooki will always display the price including tax whenever a tax is assigned to the service.

    Example:

    • Base service price: $100

    • Tax rate: 10%

    Calculation:

    Tax amount = 100 × 10% = $10  
Total price (displayed to customer) = 100 + 10 = $110

    Here, $110 is the price the customer will see, which already includes the 10% tax.

  • Applicable To: Choose All Services or Selected Services.

    • All Services: The tax will be added to every service you offer.

    • Selected Services: The tax will only be added to the services you choose. If a service has its own specific tax, that tax will replace the “All Services” tax.

    Example:

    • Service A: 10% all services tax

    • Service B: 15% specific tax

    • Result: Service A = 10%, Service B = 15%

  • Selected Services: If you choose Selected Services, select the specific services you want the tax to apply to.



Applying More Than One Tax

In some regions, more than one tax may apply to the same service (for example, a state tax plus a county tax). Nabooki can’t apply multiple separate taxes to a single service automatically, but you can work around this by combining them into one rate.

Example:

  • State tax: 6% = $6

  • County tax: 2% = $2

  • Total tax = $6 + $2 = $8

Base price: $100
 Total price (with tax) = $100 + $8 = $108

In Nabooki, combine the 6% and 2% into one tax rate of 8% and assign it to the service.

How To Edit or Delete a Tax

1️⃣ In the TAXES tab, locate the tax you want to update or remove.
2️⃣ Click the ••• button under the ACTION column.
3️⃣ Select Edit to change tax details or Delete to remove the tax.
4️⃣ If deleting, confirm by clicking Delete again.


Troubleshooting & FAQs

Can I have multiple tax rates?

Yes, you can create multiple tax rates for different regions or tax types, but only one tax can be assigned to each service.


What happens if I delete a tax rate used in invoices?

Deleting a tax rate removes it from future invoices, but existing invoices with that tax remain unchanged.


Can taxes be applied differently for various services?

Yes, a tax rate can be assigned per service, allowing flexibility in invoicing.
Can I apply more than one tax rate to a single service
 No. Only one tax rate can be applied to a single service
 

Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com


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