How do I manage my tax information?

As an admin, learn how to specify tax information for your organization

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

To manage your tax settings from your dashboard, click Settings > Features > Invoicing.
Here you will be able to ensure your relevant tax information is inputted into Optix, such as:

  • Currency

  • Inclusive or exclusive tax

  • Tax rate

  • Custom tax name (i.e. VAT)

  • Default invoice information

  • Your tax number

  • Invoicing for Plans

For multi-location organizations, you can also choose to customize the tax rate depending on the location. Click here to learn more.

Need more info on Settings?

Did this answer your question?