Configure Tax Settings and Legal Identity

Open Tax Settings from the dashboard to configure the agency fields used on invoices and official rental documents.

Country, currency, and legal identity

• Country: selects country-specific legal labels and can apply the country currency.
• Currency code: uppercase currency code used for monetary display.
• Currency symbol: symbol or label shown with amounts.
• Registration number: shown on invoices and official rental documents. The label changes by country.
• Tax identification number: shown on invoices when provided. The label changes by country.
• Secondary tax ID: shown on invoices when provided. For Morocco this is ICE; for the United States this is the sales tax permit field.

Automatic invoice taxes

• VAT/TVA rate (%): default is 0 and is applied automatically to invoice subtotal.
• Sales tax / additional tax rate (%): optional additional tax rate. Default is 0.

Save settings

Select Save legal identity after changing identity or currency fields. Select Save tax rates after changing tax percentages. The screen shows Saved. after the update is stored locally for the agency workspace.

Country label examples

The database keeps generic fields, but invoice and contract labels change by country. For Morocco this means RC, IF, ICE, and TVA. For the United States this means state registration, EIN, sales tax permit, and sales tax.