Setting up specific tax rates in Passport365 is very simple and can be used to populate your quotes and invoices across the app.

It may be a change resulting from an updated national budget or it could be a reduced domestic rate charge; whatever the reason, the process is the same.

  • From the 'Settings' icon on the left-hand menu bar, select 'Tax Rates':

All of the tax rates that you define will appear here and can be moved around using the arrows to the left of each banding so that they are sorted manually (by frequency of use) or alphabetically using the 'Sort Alphabetically' function.

  • To add a new Tax Rate, click the 'Add New' button at the bottom of the 'Settings menu':

From here you will be given a pop-up window where you can enter the detail of your tax code, you can even assign it a code.

If you would like to apply a tax code by default, then simply select the radial tick box beside 'Default Tax'.

Don't forget to click save when you are done

Your defined tax rates are picked up by the system whenever you raise a quote, invoice or other document which contains costs.

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