How to add tax details to invoices

Covers: GST / VAT, tax registration, invoice tax

If your business charges GST or VAT, add tax details in Account Settings so member invoices pick them up automatically.

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Steps

  1. Log in as Super Admin

  2. On the top-right corner → hover your email → Account Settings

  3. On the Account tab, click Edit Account

  4. Click Next till you open Tax Info

  5. Set Tax applicable to Yes if you charge tax

  6. Choose Tax type (for example GST or VAT), rate, and registration number

  7. For GST in India, set default interstate (IGST) or intrastate (SGST & CGST) as needed

  8. Click Finish

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Notes

  • Only Super Admin can edit account tax settings

  • After saving, new invoices for members reflect these tax details

  • You can review current tax info on Account Settings → Account without editing

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