Change the tax rate applied to Bookings, Purchases and Invoices

Steps to set the tax rate in your platform

1 Update your tax rate
2 FAQs

Related Help Guide Pages

Enabling payment methods

Learn how to change the tax rate applied to Bookings, Purchase and Invoices

If your business charges a different tax rate on your Courses or Products & Services, this guide will show you how to update the tax rate used in your platform.

This page will walk you through the steps to set your platform’s default tax rate.

Please Note

This process is only available to Users with Super Administrator platform access.

Update your tax rate

Follow these steps to set the tax rate that will be used in your platform

Open the ‘Administration’ menu from the Profile options at the top-right of your platform
This will open the Administration menu
Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and Payment settings
This will open the Account Finance Options form. This page allows you to manage your Invoice and Payment settings
Check that the ‘Active Account’ is the correct Training Provider
Add the Tax Rate amount
Leave blank for the default 20%
Optional - Change the Tax label
Leave blank for the default (VAT)
Scroll to the bottom of the page and click the ‘Update’ button