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Created 19 August 2025 • Updated 19 August 2025

Inclusive Tax Rules

Inclusive tax defines a percentage value that is incorporated into the product’s selling price, or applied to purchased goods. In most organisations, a single VAT rate is sufficient. However, if order destinations are used where goods are sold at different rates depending on their destination additional rates may be required.

Navigate to Finance → Configuration → Inclusive Tax Rules

Adding Inclusive Tax Rules

Follow these steps to add an inclusive tax rule:

  1. Click Add

  2. Enter the Inclusive Tax Rule Name and Description (optional)

  3. Select Applies To

    • Sold Goods Only

    • Purchased & Sold Goods

  4. Click Next

  5. Enter the Rate percentage and set if the rate should Apply by Default

  6. Click Finish

Whilst the initial tax rate is configured against the tax rule there are additional areas where the rule can be overridden with a different rate percentage

Base Data → Product Configuration → Order Destinations

Finance → Configuration → Estate Structure → Site Settings → Tax Rate Overrides

Editing Tax Rules

Selecting an existing rule will enable settings to be changed, extreme care should be taken when making edits to ensure the correct tax rates are being applied to meet with local taxation requirements