Gee Ledger

Tax Rates

Set up tax rates for your business and apply them to individual line items on transactions and quotes. Gee Ledger calculates tax automatically and displays a detailed breakdown.

Creating a Tax Rate

  1. Navigate to Tax Rates in the sidebar
  2. Click New Tax Rate
  3. Enter:
    • Name — e.g., “SST 8%”, “VAT 20%”, “GST 10%”
    • Rate — The percentage (e.g., 8, 20, 10)
    • Default — Toggle on to auto-apply to new items
  4. Click Create

Tax Modes

Each transaction or quote has a tax mode:

ModeHow it works
Tax ExclusiveTax is added on top of the item price
Tax InclusiveTax is included in the item price

Example

For a $100 item with 10% tax:

  • Exclusive: Subtotal $100 + Tax $10 = Total $110
  • Inclusive: Subtotal $90.91 + Tax $9.09 = Total $100

Per-Item Tax

Each line item and service item can have its own tax rate. This supports businesses with mixed-tax products (e.g., food items taxed differently from services).

Tax Breakdown on Documents

Invoices, receipts, and quotes display:

  • Subtotal (excluding tax)
  • Individual tax lines grouped by rate
  • Grand total

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