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  1. 1.Before you start
  2. 2.Inclusive or exclusive
  3. 3.Create the tax rate
  4. 4.Fill in the details
  5. 5.Assign it
  6. 6.Set a tax rate on one service or product
  7. 7.Remove a tax rate
  8. 8.What you can change later
  9. 9.How changes affect invoices
  10. 10.Common questions
Guide

Set up tax rates

Create inclusive or exclusive tax rates and assign them to all your services or products at once.

3 min readRole: Super Administrator or higherPayments & financesUpdated October 25, 2026
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A tax rate tells Softalon how much tax to show and charge on a service or product. Each service and product can have one tax rate. Invoices use it for every line, both on bookings and on invoices you create.

Before you start

  • You need the Super Administrator or Owner role. The Tax Rates page is hidden for other roles.
  • Your Softalon subscription must be active.

Inclusive or exclusive

Choose the type based on whether your prices already include tax.

TypeUse it whenExample with a $100 price and a 10% rate
InclusiveYour prices already include tax.The client pays $100. The invoice shows that $9.09 of it is tax.
ExclusiveTax is added on top of your prices, as with most US sales tax.The client pays $110: $100 plus $10 tax.

Tax is always calculated after any coupon discount.

  1. 1

    Step 1 of 3

    Create the tax rate

    Go to Finances › Tax Rates and click Create Tax Rate.

  2. 2

    Step 2 of 3

    Fill in the details

    • Name: what appears on invoices, such as Sales Tax or VAT.
    • Type: Inclusive or Exclusive.
    • Rate: the percentage, from 0 to 100. Enter 8.25 for 8.25%.

    Click Create Tax Rate.

    You will see:

    A Tax Rate Created message. The rate appears in the list. Assigned To shows No Services and No Products.

  3. 3

    Step 3 of 3

    Assign it

    Open the tax rate's actions menu and choose Assign to › All Services or All Products.

    You will see:

    A Tax Rate Assigned message, and Assigned To shows the number of services or products.

Assign to replaces the tax rate on every service or product, including ones that had a different rate. If some services need a different rate, assign the common rate first, then change those services one by one.

Set a tax rate on one service or product

Open the service or product and choose its Tax Rate, or No Tax Rate. See Create a service and Add products.

Remove a tax rate

Open the tax rate's actions menu and choose Unassign from › All Services or All Products. Only the services or products that use this rate are cleared.

What you can change later

You can only Rename a tax rate. The type and rate can't be changed, and tax rates can't be deleted. If your tax changes, create a new rate and assign it. Assigning replaces the old rate.

How changes affect invoices

  • New bookings use the service's tax rate at the time of booking.
  • Invoices that already exist keep the tax rate on each of their lines. Assigning a new rate to your services doesn't change them.
  • Finalized invoices never change.

Common questions

Yes. Create as many as you need, but each service or product has one rate.

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Related guides

Create a serviceAdd a service with its name, category, duration, buffers, price, tax rate and visibility, then make it bookable.Add productsCreate products like shampoo or gift cards with a price and tax rate, so you can add them to invoices quickly.Invoices explainedHow invoices are created for appointments, what draft and finalized mean, every invoice status, due dates, invoice numbers and the PDF.
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