How to Automatically Apply Tax to all Sales and sync with Desktop App

Overview

This guide explains how to:

1. Set up VAT

2. Apply VAT automatically to all sales or selected products

3. Display VAT separately on invoices

4. Sync tax settings with the Desktop App

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Step 1: Create VAT Tax Rate

Before applying tax, you must first create it.

Navigation

Products / Services → Tax Rates → Add

Setup

• Tax Name: VAT

• Rate: (e.g., 7.5%)

Click Save.

VAT is now available for use in sales and invoices.

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Step 2: Apply VAT Automatically to All Sales (Invoice & POS)

To ensure VAT is applied automatically to every sale:

Navigation

Profile Icon → Settings → Sales Settings

Setup

• Locate Default Sales Tax

• Select VAT

• Click Save

VAT will now be automatically applied to:

• All invoices

• POS transactions

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Step 3: Show VAT Separately on Invoices

To display VAT clearly instead of including it in the total:

Navigation

Settings → Invoice Design → Default Layout

Setup

• Locate Tax Label

• Enter: VAT

• 

• Click Update

VAT will now appear as a separate line item on invoices.

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Step 4: Sync Tax Settings to Desktop App

To ensure your Desktop App reflects the latest tax settings:

Steps

1. Open the Desktop App

2. Ensure you are connected to the internet

3. Click Settings

4. Click Sync

5. Select:

   • Sync Settings

   • Taxes

   • Invoice Template

Your Desktop App will now reflect:

• VAT settings

• Default tax configuration

• Invoice design updates

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Key Notes

• Tax must be created before it can be applied.

• Default Sales Tax ensures automatic application across all sales.

• Invoice Design settings control how tax appears to customers.

• Sync is required to update the Desktop App with latest changes.