SquareOS Docs
Admin Settings

Taxes

Taxes configure GST/tax groups applied to plans, add-ons, charges, and invoices.

What this page is for

Taxes configure GST/tax groups applied to plans, add-ons, charges, and invoices.

Who should use it

Owner, finance

Where to find it

/admin/tax-category

Before you start

  • Use split GST lines such as CGST and SGST when required; checkout sums active tax lines in the group.
  • Use the correct code, rate, place-of-supply behavior, and active dates before selling taxable items.
  • Do not change tax groups casually after invoices exist. Create a new effective configuration when policy changes.

Daily workflow

  • Configure GST identity and tax groups before first sale.
  • Attach the correct tax group to plans, add-ons, charges, and retail items.
  • Run a test invoice and verify subtotal, GST, total, recipient GST details, and PDF.

Watch out

  • Wrong tax setup creates wrong invoices. Fix tax setup before selling, not after finance close.
  • Use the left menu to open related pages in Admin Settings.
  • Use Ask Docs for questions that are already covered in this public documentation.

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