Invoices & Taxes

Use Tax Rules in Finance

Add tax rule records in Finance for VAT, sales tax, city tax, corporate income tax, vehicle road tax, and other agency tax tracking.

Updated August 20, 2026 1 min read
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The Finance workspace includes Add tax type for operational tax tracking. This is separate from the automatic invoice tax rates configured in Tax Settings.

Tax type options

The tax type list includes the country legal profile labels plus Sales tax, Service tax, Tourism tax, City tax, Corporate income tax, Withholding tax, Vehicle road tax, Environmental tax, Stamp duty, and Other tax.

Tax rule fields

  • Tax type: select the tax category.
  • Custom tax name optional: override the displayed name when needed.
  • Rate %: tax percentage.
  • Apply automatically on revenue: when checked, this tax is estimated from gross revenue and subtracted in net revenue.
  • Notes, filing period, or tax authority: internal context for the agency.

Save the rule

Select Save tax type. Finance lists tax rules with Name, Rate, Auto, and Notes.

Use carefully

Finance tax rules are dashboard estimates. Confirm official rates and filing obligations outside AvelisseRent.

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