• Why Save Taxes
• Creating a Tax Rate
• Applying Taxes to a Document
• Saving a Tax From the Document Editor
• Editing or Deleting Taxes
• Taxes and Teams
• How Tax Snapshots Work

Why Save Taxes

If you regularly apply the same tax rates — VAT, GST, sales tax, service charges — saving them in Pricefic means you can pick them from a dropdown instead of retyping the name and value every time. Saved taxes also keep wording consistent across every invoice, quotation, and receipt you send.

Creating a Tax Rate

To create a reusable tax rate, navigate to Settings → Tax and select New Tax. Provide:

• Name — How the tax appears on documents (e.g., "VAT", "GST 7.5%", "State Sales Tax")
• Value — The percentage rate
• Team — The team that owns this tax (only members with document write access on that team will be able to use or manage it)

Saved taxes appear in the tax picker in the document editor.

Applying Taxes to a Document

In the document editor, open the Totals section. In simple mode, use the Add tax button there to reveal tax controls. You can:

• Pick one or more saved taxes from the dropdown — they stack on top of each other
• Add a one-off tax inline if you don't want to save it
• Remove a tax at any time

The tax breakdown is shown on the final document so your customer sees each rate clearly.

Saving a Tax From the Document Editor

If you add a one-off tax that you'd like to reuse later, tick the Save option next to it before saving the document. Pricefic creates the tax in your settings automatically and links it to the same team as the document.

Editing or Deleting Taxes

From Settings → Tax, you can edit or delete any saved tax. You can also bulk-delete multiple taxes at once using the selection checkboxes.

Editing a tax updates its name and value for future documents. Documents you've already created keep the original tax name and value as they appeared at the time — see the snapshot section below.

Taxes and Teams

Taxes are scoped to teams. A team member can only see and use the taxes that belong to teams they have access to. This keeps each team's tax list clean and avoids leaking rates across separate businesses.

If you work across multiple teams, create a tax in each team where it should be available. For more on team access, see How Teams and Shared Access Work.

How Tax Snapshots Work

When you save an invoice or quotation, Pricefic stores a snapshot of each applied tax (its name and value at that moment) on the document itself. That means:

• Editing a saved tax later won't change historical documents
• Deleting a saved tax doesn't break documents that already used it
• Each document always reflects the exact rates that applied when it was issued

This protects your records for audits and historical reporting while still letting you keep your tax list current.