Tax Configuration

Compliance is critical. Floatless's tax engine is designed to handle complex, multi-jurisdiction tax rules automatically.

Jurisdiction-Based Rates

Instead of risking errors with a single flat tax rate, Floatless allows you to define rates for specific geographic regions. Use the Tax Rates settings page to configure:

• Federal: e.g., GST (Canada)
• State/Province: e.g., PST (British Columbia) or Sales Tax (California)
• Local: e.g., Municipal taxes

Tax Stacking

If a customer is located in a region where multiple taxes apply, Floatless will "stack" them on the invoice.

Example: Vancouver Client

• Federal (GST): 5%
• Provincial (PST): 7%
• Total Tax: 12% Floatless detects the customer's Billing Address and automatically applies the correct combination of rates.
  ⚖️

  Exemptions: If you have a customer who is tax-exempt (e.g., a non-profit or reseller), simply toggle "Tax Exempt" on their Customer Profile. Using this setting is safer than manually editing invoices.