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How do I assign a tax category for an item?

To assign a tax category for an item:

  • Go to Items on the left sidebar, and select Items.
  • Click + New in the top right corner.
  • In the New Item page, click the Search icon on the right of the Tax Category field.
  • Search for the tax category and select it from the dropdown.
  • Complete the other required fields, and click Save.

The GST rate fills in automatically based on the selected tax category when you add the item in a transaction.

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