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Configuring Tax Rates

Set up tax rates for your region to apply automatically on orders and invoices.

Configuring Tax Rates

  • Set up tax rates for your region and business needs
  • Designate a default tax rate to apply automatically to new orders
  • Apply different tax rates to specific products or regions

Overview

Tax rates in BakeOnyx are applied automatically to orders and invoices, saving you time and reducing calculation errors. You can create multiple tax rates—such as standard sales tax, VAT, or regional rates—and choose which one applies by default to new items. Once configured, tax amounts are calculated and displayed clearly on all invoices and receipts.

Accessing Tax Rate Settings

  1. Log in to your BakeOnyx dashboard
  2. Click Settings in the main navigation menu
  3. Select Tax Rates from the settings options

You'll now see the Tax Rates page, where you can view, create, and manage all your tax rates.

BakeOnyx Tax Rates settings page showing a list of existing tax rates with options to create new ones

Creating a New Tax Rate

  1. On the Tax Rates page, click the + Add Tax Rate button
  2. Enter a descriptive name for the tax rate in the Name field (e.g., "Sales Tax", "VAT 20%", "Local Tax")
  3. Enter the tax percentage in the Percentage field (e.g., enter 8.5 for 8.5% tax)
  4. Check the Set as Default checkbox if this tax rate should automatically apply to new order items
  5. Click Save to create the tax rate
Tip: Use clear, specific names for your tax rates so your team can easily identify which one to use. For example, "Sales Tax 8.5% - NY" is more helpful than just "Tax".

Managing Multiple Tax Rates

If your bakery operates in multiple regions or needs different tax rates for different product categories, you can create as many tax rates as needed. For example:

  • Sales Tax 8.5% – for in-state orders
  • Sales Tax 6% – for neighboring state orders
  • VAT 20% – for international customers
  • Catering Tax 10% – for catering services only

Only one tax rate can be set as the default. When you create a new order, the default tax rate will be automatically applied to items unless you manually change it.

Note: You can change the tax rate for individual order items at any time before finalizing the order. The default setting only applies to new items added to orders.

Editing or Deleting a Tax Rate

To modify an existing tax rate:

  1. Find the tax rate in the list on the Tax Rates page
  2. Click the Edit button (pencil icon) next to it
  3. Update the name, percentage, or default status as needed
  4. Click Save to apply changes

To delete a tax rate you no longer use:

  1. Find the tax rate in the list
  2. Click the Delete button (trash icon)
  3. Confirm the deletion when prompted
Warning: Deleting a tax rate will not affect orders or invoices that already have that rate applied. However, you won't be able to apply it to new orders. If you're no longer using a rate but want to keep historical records intact, consider keeping it inactive rather than deleting it.

How Tax Rates Appear on Invoices

Once configured, tax rates are automatically calculated and displayed on invoices and receipts. The tax name and amount will appear as a line item, making it clear to customers what tax has been applied. This information is also included in your financial reports and records.

Next Steps

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