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Taxes are calculated automatically on an invoice, once you perform several setup tasks. You must first set up tax rates and tax groups, and add tax groups to projects and services as necessary. You must also identify relevant activities as taxable. 

1. Click Setup > Tax Rates and set all goods and services tax (GST) rates that you would like to use.

   Examples

   • Enter GST in the Name field and enter 10% in the Rate field.
   • Enter Export of Services in the Name field and enter 0% in the Rate field.
2. Click Setup > Tax Groups. Click Add, name the group, and select which tax rates to include in it.

   Example: Enter GST 10% in the Name field. In the table, add each GST tax rate that you set up in the previous step.

3. Click Setup > Activities and tick the Charge Tax box under Tax Calculations.
4. Click Setup > Service Templates and select any tax groups that you want to associate with the template.
5. Click Setup > Project Templates. The Tax Group field defaults to Service, but you can choose a specific tax group in this field by selecting Specified and then selecting a tax group from the Specified Tax Group field.

Once these settings are in place, taxes will be calculated when you enter the billed amount on the Detail Billing screen for an invoice that includes taxable items.

Bill your clients

Add tax rates

Add tax groups