Tax Types controls the rates applied to taxable items. Review the existing types and their percentages before using them on an invoice; the current Tax Types screen does not expose an Add button for a new type.
Why this matters
Catalog items make pricing easier to reuse. Set each item's contents, tax treatment, and price clearly, then check a sample proposal or invoice before offering it to a client.
Before you start
Know the intended price and tax treatment before changing a catalog item used on future invoices.
In Releventful
Click Settings > Business Setup > Tax Setup to open Tax Types.
For an existing type, click Edit, change Name or Tax Percentage, then click Save. The current Tax Types screen has no Add button for a new type.
Add a taxable item to a sample invoice and check the calculated tax line.
A useful decision
Releventful calculates invoice tax from the configured tax type and item settings. Check a sample invoice and its accounting mapping so the same tax is not added again after a sync.
Check the result
Add the item to a sample invoice and inspect the total before using the new pricing with a client.
Important to know
A catalog price change is for future use; review a price already quoted on an existing event separately. Check tax and service charges on the client document.