How do I assign a tax category to an item?
To assign a tax category to an item:
- Go to Items on the left sidebar.
- Click + New in the top right corner.
- In the New Item page, click the Search icon next to the Tax Category field.
- Search for the tax category and select it from the dropdown.
- Enter the other required fields, and click Save.
The GST rate gets auto-filled based on the selected tax category when you add the item in a transaction.