FAQs in this section
What are taxes?
Why should I use Vtiger's Tax Management?
Is Tax Management available in the Sales Starter edition?
Where do I find Tax Management in Vtiger CRM?
What is a group tax?
How do I set the Tax Mode separately in the records?
How do I set the default Tax Mode?
What is individual tax?
What are tax types in Vtiger CRM?
What is Simple Tax?
What is a Simple Fixed tax?
What is a Simple Variable tax?
What is Compound tax?
What is a Compound Fixed tax?
What is a Compound Variable tax?
Can I change the tax type?
What is Deducted tax?
How do I add a tax?
How many taxes can I apply at a time?
How do I add taxes for a line item?
What do I do if I don't want a tax setting?
Why can't I edit the taxes?
Where do taxes appear?
What are the charges of a tax?
Where do charges appear?
What is the direct price in charges?
What is the percentage of charges?
What are the two types of charges in Vtiger CRM?
How can charges be applied to specific regions?
What is a charge value?
Why do I add a charge for a tax?
How do I add a charge in a charge?
Can a charge have a deducted tax?
Can a charge contain a compound tax?
What is the tax for the charge?
How do I add a tax for a charge?
How many taxes can a charge have?
Are there any restrictions for creating a charge?
What is a tax region?
Where do tax regions appear?
How do I delete a tax region?
Why can't I see the tax region in invoices?
How do I add a tax region?
How is the tax calculated when the tax region is specified in individual tax mode?
How is the tax calculated when the tax region is specified in group tax mode?
How is the tax calculated when the tax region is not specified?
How do I set taxes individually on products and services?
Where is the Shipping and Handling tax merge tag in print templates?
What does setting the Tax Type field to Read or Read/Write mean?
Can I delete a tax value after I added it?
What steps should we take to ensure no tax is applied to the quote?

How do I add a new tax?

Follow these steps to add a new tax:
  1. Log in to your CRM account.
  2. Click the User profile icon on the top right corner of the page.
  3. Click the Settings button.
  4. Go to the Inventory section.
  5. Click Tax Management.
  6. Click the Charges tab.
  7. Click the +Add New Charge button.
  8. Enter the following information:
    1. Charge Name - Provide a name for the charge.
    2. Charge Format - Choose between Direct Price or Percent.  
    3. Charge Type - Choose between Fixed or Variable. 
    4. Charge Value - Enter the value of the charge.
    5. Is Taxable - Enable the checkbox if taxes must be applied to the charge.
    6. Select Tax - Select the taxes on which the charge must be applied.
  9. Click Save.
To learn more about Tax Management, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube