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Tax Rules

If you charge VAT, GST or sales tax, set the rates under Setup → Tax Rules.

Add rates

Rates are grouped by country and, optionally, state or province. For each group you add one or more named rates (for example "VAT 20%") and mark one as the group's default.

  1. Setup → Tax Rules
  2. Choose the country (and state, if the rate is regional).
  3. Add the rate: a name and a percentage.
  4. Save.

A group with an empty country is the global default: it applies to every customer no other rule matches.

Which rate a customer pays

For each invoice PNLCS looks at the customer's country and state, and uses the first of these that exists:

  1. the rate for that country and state;
  2. the rate for the country (no state);
  3. the global default.

No match, no tax. The tax is added on top of the price and shown on the invoice as its own line.

Customers who pay no tax

Mark a customer tax exempt on their profile (Clients → the client) and their invoices carry no tax, whatever the rules say.

Good to know

  • Prices are entered before tax: the rate is added to them. There is no setting to enter prices with tax already included.
  • Every product is taxable; there is no per-product switch on the product screen yet.

Tax is your responsibility

PNLCS applies the rates you configure; it is not tax advice. EU VAT, B2B reverse charge and US sales-tax nexus depend on the jurisdiction. Confirm your obligations with an accountant.