{"id":7529,"date":"2022-01-13T04:42:51","date_gmt":"2022-01-13T04:42:51","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7529"},"modified":"2026-05-17T06:26:52","modified_gmt":"2026-05-17T11:26:52","slug":"how-to-set-the-tax-on-future-invoices","status":"publish","type":"post","link":"https:\/\/bookipi.com\/fr\/guides\/invoice-web-v2\/how-to-set-the-tax-on-future-invoices\/","title":{"rendered":"How to set the tax on future invoices"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to set the tax on future invoices permanently in Bookipi Invoice Web v2<\/h2>\n<p class=\"no-margin\">\n<h1 id=\"h_68c145cd37\">How to set the tax on future invoices<\/h1>\n<p class=\"no-margin\">Learn how to set the tax on future invoices permanently in Bookipi Invoice Web v2 with our step-by-step guide.<\/p>\n<p class=\"no-margin\">\n<h2 id=\"h_2218e325c5\">Tax Settings Overview<\/h2>\n<p class=\"no-margin\">Our system supports three types of tax configurations: <b>Exclusive<\/b>, <b>Inclusive<\/b>, and <b>Deductible<\/b>. Here\u2019s a brief explanation of each:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><b>Exclusive Tax<\/b>: This tax type is added <b>on top of<\/b> the total amount. For example, if you apply a 10% exclusive tax to a $100 purchase, the final total will be $110.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b>Inclusive Tax<\/b>: This indicates that tax is <b>already included<\/b> in the listed price. It\u2019s used for transparency, showing that the item prices shown to customers already account for applicable taxes.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b>Deductible Tax<\/b>: This tax is <b>subtracted from the total amount<\/b>. It is commonly used in scenarios where tax is part of the total but needs to be excluded for reporting or settlement purposes.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">\n<h3 id=\"h_84cfbe251a\"><b>Step 1:<\/b> Click on your user icon.<\/h3>\n<p class=\"no-margin\">Click on your user icon in the lower left corner of your dashboard.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/695e42fa40e013f598e62ddda67afd34530e57f8fb9ca70a1468dd637c079965.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_d93f612583\"><b>Step 2:<\/b> Click <b><i>\u2018Settings\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Select <b><i>\u2018Settings\u2019<\/i><\/b> from the drop-down options.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/d554e56aa0cfc2ee5a9f6375e6acf862856ba70476c955535e9446cda9642eef.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_0a15590ff1\"><b>Step 3:<\/b> Click the <b><i>\u2018Services\u2019<\/i><\/b> tab.<\/h3>\n<p class=\"no-margin\">Select <b><i>\u2018Services\u2019 <\/i><\/b>to view service-related settings.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/da7ef2c5fd8fae32df277af4c473ccbbf6562189f0b2071af1e585781aa0c4fe.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_5bd1b1839b\"><b>Step 4:<\/b> Edit the default tax.<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Edit\u2019 <\/i><\/b>next to Default tax.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/b5657f83f6d69bc56dcf4dce7ae23cb8126fcc6213ac74153fb1833320e6f7d2.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_315fbedb8a\"><b>Step 5:<\/b> Customize the tax details.<\/h3>\n<p class=\"no-margin\">Enter the <b><i>Abbreviation<\/i><\/b> for your tax (e.g., GST), set the <b><i>Tax percentage<\/i><\/b>, and choose whether the tax should be <b><i>\u2018Inclusive\u2019<\/i><\/b> (included in the total) or <b><i>\u2018Deductible\u2019<\/i><\/b> (subtracted from the total).<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/986f321d4b9422d46aff21cd2faed2870ff1853ac17807d1ee6a9b16f8c64a95.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">(Optional) Add a second tax by enabling the option and filling in the additional fields.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/31c9819e9029ca6c0de36bd0d54dba3f259abeb742c05243d39960b2a794c2be.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_e44bbac5cc\"><b>Step 6: <\/b>Click <b><i>\u2018Save\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Save\u2019<\/i><\/b> to confirm and apply your tax settings to invoices.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/e705228cf16ba0f55d2a3e729ac7c7a1144ec95bebf4c9e59fcc0d2c01bd396d.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Your tax is now configured and will be applied to your invoices.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/944159a33c10c43b4caad38a38d99776e0299a952a3c3accdec0796347fc4016.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Once you\u2019ve configured your tax settings in the app, the specified tax will automatically apply to all <b>new invoices<\/b> created from then on.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2ce4b9f065ad57d106ab766fca168fa4a4f6549997e5ef337af52bf27c0f7fda.png\" width=\"1613\" height=\"960\" style=\"height: auto;\" alt=\"Invoice Web V2 - How to set the tax on future invoices - 9\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><b><i>Existing invoices<\/i><\/b><i> will not be updated automatically; tax changes apply only to invoices created after the update.<\/i><\/p>\n<\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_5a9147205e\">Common FAQs about how to set the tax on future invoices<\/h2>\n<h3 id=\"h_2f54b97bd5\">Q: Can I apply tax to only some items and leave others tax-free?<\/h3>\n<p class=\"no-margin\">A: Yes. When creating or editing an invoice, you can choose whether or not to apply tax to each item. Simply toggle the tax option on or off for each item, depending on your needs.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_0518b06150\">Q: Will the tax setting sync with my mobile app?<\/h3>\n<p class=\"no-margin\">A: Yes, your tax settings will sync across devices if you\u2019re logged into the same Bookipi account. Any changes made via the web will be reflected on the mobile app and vice versa.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_5136dd91f0\">Q: Can I include tax in the item price instead of showing it separately?<\/h3>\n<p class=\"no-margin\">A: Currently, Bookipi shows tax as a separate line under the subtotal by default. There isn\u2019t an option to include tax directly within the item price, but you can manually adjust the item price to include tax if needed.<\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_d2a12b68bb\"><b>Discover more tutorials for Bookipi Invoice on Web v2<\/b><\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\"> Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Download the&nbsp;<a href=\"https:\/\/www.bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a>&nbsp;and check out our&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides to make sending invoices anytime and anywhere even easier<\/a>.    <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to set the tax on future invoices permanently in Bookipi Invoice Web v2<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_theme","format":"standard","meta":{"_yoast_wpseo_focuskw":"set tax on invoices","_yoast_wpseo_title":"How To Set Default Taxes On Future Business Invoices | Bookipi","_yoast_wpseo_metadesc":"Learn how to set different taxes on invoices in Bookipi Invoice Web app. Make changes to default tax settings for all future invoices. 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