Taxes

Set up the taxes you charge, so quotes, jobs and invoices add the right tax for you.

Who can do this: Admins, dispatchers and accountants.

Also called: sales tax, GST, HST, VAT.

Open Company settings and scroll to Tax settings. Your tax rates are listed below the buttons.
On a computer: Left menu → Settings → Company settings On a phone: More → Settings → Company settings
To print your tax registration on quotes and invoices, fill in Tax ID name (for example “GST/HST number”) and Tax ID number, then click Save tax identity. It prints on the PDFs only when both boxes are filled in.
To add a tax, click + Create Tax Rate. Type a Tax name, the Tax rate (%) and, if you like, an Internal description that only your team sees. Click Save tax rate.
If you charge two taxes together, click + Create Tax Group. Type a Group name, tick the rates it combines under Select tax rates, and click Save tax group. The group’s rate is the rates added together, so you can’t type it yourself.
Each tax has its own row. Change its Name, Rate (%) or Description and click Save. For a group, change which rates are ticked under Select component rates. Pick Default on the tax new quotes, jobs and invoices should use; that saves straight away. To delete a tax you no longer charge, click Remove, then Remove tax rate to confirm.

Good to know

You can choose a different tax on any one quote or invoice. See Line items, taxes and totals.
If no tax is picked as Default (for example after you remove the default one), new work uses the first tax in the list. Pick a default so you know which one that is.
Removing a rate that’s part of a tax group also takes it out of that group, so check the group’s rate afterwards.
A product or service marked Exempt from tax is never taxed, whatever the rate.

Checked against Astragal on October 18, 2026