Setting up your own tax rules

Tax rules (Accounts > Tax rules) are the rates you charge, each with its own name and percentage — for example "Standard VAT" at 20%. Add as many as you need and pick one per line item when creating an invoice or quote, instead of typing a raw percentage from scratch every time.

If you're self-employed or not VAT registered, add a rule at 0% (Eventside sets one up for you automatically the first time you visit an invoice/quote form or the Tax rules page) and mark it as your default from the Tax rules page — every new line item on a new invoice or quote will then start untaxed automatically, without you needing to remember to zero it out each time.

Editing or deleting a tax rule later never changes any invoice or quote you've already created with it — the rate is copied onto the document at the time you save it, not looked up again afterwards.