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Tax Rates

FeedbackPulse allows administrators to manage tax rates that are applied to invoices during generation.


Accessing Tax Ratesโ€‹

Navigate to Admin > Tax Rates to view and manage all configured tax rates.


Tax Rate Fieldsโ€‹

Each tax rate record contains the following fields:

FieldDescriptionRequired
NameDisplay name for the tax (e.g., "VAT", "GST", "State Sales Tax")Yes
Rate (%)The tax percentage to applyYes
CountryThe country this tax rate applies toYes
RegionThe state, province, or region (for region-specific taxes)No
Is ActiveWhether this tax rate is currently in effectYes

CRUD Operationsโ€‹

Administrators can perform the following operations:

ActionDescription
CreateAdd a new tax rate with the fields above
ReadView all tax rates in a filterable list
UpdateEdit an existing tax rate's name, percentage, region, or active status
DeleteRemove a tax rate that is no longer needed

Invoice Applicationโ€‹

Tax rates are applied to invoices during generation via the TaxService. The service matches applicable tax rates based on the tenant's country and region, then calculates the tax amount.

Multiple tax rates can apply to a single invoice if the tenant's region has overlapping tax jurisdictions (e.g., federal and state taxes).


Active/Inactive Toggleโ€‹

Tax rates can be toggled between active and inactive states. This is useful for:

  • Seasonal taxes that only apply during certain periods
  • Temporary taxes with defined start and end dates
  • Deprecated rates that should no longer be applied to new invoices

Inactive tax rates are excluded from invoice calculations but remain in the system for historical reference.


Next Stepsโ€‹