Setting Up Your Tax Rates
Releventful has a robust tax rate system that accommodates different business setups.
Click on the settings icon in the side navigation (icon shown above)
Click on Business Setup, then Tax Setup
To setup your tax rates:
Go to the account settings by clicking the Settings button in the side navigation
Choose the Business Settings tab
Under the Tax Types section are listed all of the supported tax types in Releventful. Edit the tax rates that you will need to apply for your business.
To edit a Tax, click on
5. To add a Tax, click on
6. Enter in the rates which apply and choose Save to save the tax rate.
Tax Percentage: Represents the base tax rate
Service tax: this usually applies to the food/catering industry where there is a service charge applied on top of the overall invoice total. For instance, if the invoice total is $10,000 and the service tax is 22.0%, then the service charge would be $2,200.
Service Tax Percent: This is a tax on the service charge amount. In the example above, if the service tax percent is 7.25%, then a 7.25% tax would be applied to the $2,200 service charge. The overall additional tax would be $159.5.
To change the labels for the service charges on a given tax type, select the edit pencil on the labels for, Service Charge and Alcohol Service Charge to enter in a desired label.
Updating Tax Rates
If you need to change the percentage you charge for tax, Releventful supports multi-tier tax rates, giving you the flexibility to make those adjustments as needed—whether due to updated tax regulations or changes in your business setup.
To update your tax rates:
Navigate to your Tax Types menu via the settings gear > Business Setup.
Select the tax rate you’d like to update and click the Edit Pencil.
From here, you can adjust the tax rate percentage, service fee, and other related fields.
Important: System Prompt When Saving Changes
After saving your updated tax rate, you’ll see a confirmation dialog asking how you’d like to apply this change:
Select “No” if you want to keep the original tax rate on all existing invoices. This ensures that only future invoices use the updated rate—your current and past invoices will remain unchanged.
Select “Yes” if you want the new tax rate to apply to all existing invoices in the system. This action will update every invoice—past and present—with the new tax rate percentage.
Be sure to choose the option that aligns with your accounting needs to maintain accuracy in your billing records.
This is a critical step in the tax rate update process. Your selection in the confirmation dialog—Yes or No—is applied immediately and cannot be undone. Be sure to review your choice carefully to ensure tax rates are applied correctly across your invoices.
Making a Client Tax Exempt
To make a client tax exempt so taxes are automatically removed for that individual client:
Navigate to the client's lead edit screen by clicking on Contacts and then searching for the lead or client
Select the lead/client and then click on the settings button (icon shown below) on the lead edit screen
Under Tax Exemption Settings, check the tax exempt check box.
(Optional) if you desire that the tax still be calculated for alcohol or liquor tax, check the Apply tax for alcohol/liquor check box.
(Optional) if you desire that the tax still be calculated for the service charge, check the Apply tax for service charge check box.
(Optional) Enter the client's tax ID for your records.
Done! The save will happen automatically.
ℹ️ Note: Tax exemption changes will be automatically applied to all invoices for that client.