Tax Rules¶

Updated 7 November 2026

If you charge VAT, GST or sales tax, set the rates under Setup → Tax Rules (the page is headed Tax Configuration).

Charge tax, and prices that include it¶

Two switches sit at the top of the page. Save Changes under them saves both.

• Charge tax (on by default). Off: no tax is added to any order, invoice or quote, whatever the rules say. The rules are kept, so you can switch it back on later.
• Prices include tax (off by default). Off: tax is added on top of your prices. On: the price a customer sees is what they pay, and the invoice shows the tax contained in it (price × rate / (100 + rate)). Cart, invoice and quote all follow it.

An invoice keeps the way it was taxed when it was issued: changing a switch later does not change invoices you already have.

Add rates¶

Rates are grouped by country and, optionally, state. 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 → Add Tax Rule
2. Enter the Country as its two-letter code (for example PL), and the State if the rate is regional. Leave the state blank for the whole country.
3. Add each rate: a Tax Name and a Rate (%). Add another rate adds a row; tick Default on the one customers are charged. With none ticked, the first row is the default.
4. Save Changes.

Every group needs a country. An install upgraded from an older release may also show one group listed as All countries: that is the global default. It can be deleted, but not edited without giving it a country.

Which rate a customer pays¶

PNLCS looks at the customer's country and state, and uses the default rate of the first of these groups that exists:

1. the group for that country and state;
2. the group for the country (state blank);
3. the All countries group, if your install has one. Only its default rate counts.

No match, no tax. The tax is shown on the invoice as its own line: added on top of the price, or, with Prices include tax, the part of the price it accounts for.

Invoices you build by hand¶

On a new invoice (Add New → New Invoice), each line has its own tax rule. PNLCS offers the rates of the customer's group with the default first; a line at 0% or with no rate is untaxed. Editing a line later also offers the customer's tax rules, not a free percentage.

The items under Setup → Products/Services → Products/Services (goods and services you bill on invoices) carry their own price, unit and tax: pick one of your rates by name, or 0%. The list offers the rates of your company's own country. The rate is copied onto the item when you save it, so a later change to the tax rule does not change the item until you save it again.

Customers who pay no tax¶

A customer marked Tax Exempt gets no tax, whatever the rules say: not on the invoices PNLCS raises (orders and renewals), and not on an invoice you build or edit by hand, where a line's rate above 0% is set to 0%. Tick Tax Exempt on the client's form (Clients → the client → Edit Client).

Good to know¶

• Prices are entered before tax unless you switch on Prices include tax (above).
• Every hosting product is taxable; there is no per-product switch on the product screen.