How to Configure Tax
- Go to Settings → Tax & Billing.
- Choose a Quick Preset or set a custom rate.
Quick Presets
- •India GST 18% — Sets up 18% GST split as CGST 9% + SGST 9% on invoices. Tax ID label becomes 'GSTIN'.
- •UAE VAT 5% — Sets 5% VAT. Tax ID label becomes 'TRN'.
- •US (No Tax) — No tax applied by default. Tax ID label becomes 'EIN'.
- •EU VAT — Sets 20% VAT (customisable per country). Tax ID label becomes 'VAT Number'.
Custom Tax Rate
If your rate does not match a preset, select Custom and enter:
- •Tax Rate (%) — Your applicable rate.
- •Tax Name — What appears on the invoice (e.g., 'GST', 'VAT', 'Sales Tax').
- •Tax ID Label — The label shown next to your company tax ID (e.g., 'GSTIN', 'VAT No', 'Tax ID').
- •Your Tax ID Number — Your company's actual tax registration number, shown on all invoices.
Invoice Footer Notes
Use the Invoice Notes field to add standard text that appears on every invoice — typically payment terms, bank account details for NEFT/IMPS transfers, or a late payment policy.
Frequently Asked Questions
Can I apply different tax rates to different products?
Yes. When creating products in Settings → Products, each product can have its own tax rate. This overrides the global tax setting for that product on invoices.
How do I show CGST and SGST breakdown (not just total GST) on invoices?
Select the India GST 18% preset. Vedain automatically splits the GST and shows it as CGST 9% and SGST 9% on the invoice line items — which is required for GST-compliant invoices in India.
Can I have both a state tax and a federal tax on the same invoice?
Currently Vedain supports one tax rate per line item. For combined tax scenarios (e.g., state + federal in the US), use a custom rate that represents the combined total and note the breakdown in the invoice notes.
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