Overview
Taxes let you configure and apply tax rules to priced components across your plans (base prices, priced entitlements, add-ons, one-time fees). Metrifox supports common tax types (e.g., VAT, sales tax) with options for inclusive/exclusive pricing and regional targeting. Taxes are created globally and selected via dropdown when configuring pricing. This ensures compliant, automated tax calculation on invoices without custom code.Creating a Tax
Taxes are managed globally and reusable across all products/plans.- Navigate to Catalog → Taxes.
- Click Create tax
-
In the modal, fill details:
| Field | Description | Recommendations |
|---|---|---|
| Tax name | Unique name for the tax (e.g., “EU VAT”) | Clear and descriptive for internal use |
| Tax type | Type of tax (e.g., VAT, Sales Tax) | Match your jurisdiction’s standard |
| Tax rate (%) | Percentage rate (e.g., 20) | Enter as number only (no % symbol) |
| Tax category | Category (e.g., General - Services, Digital Goods) | Helps with compliance/reporting |
| Region | Country/region the tax applies to | Leave blank for global, or specify (e.g., EU, US-CA) |
| Include tax in price | Yes (Inclusive): Price shown includes tax No (Exclusive): Tax added on top | Inclusive common in EU; Exclusive in US |
| Add description (Optional) | Internal notes or customer-facing info | Explain applicability (e.g., “20% VAT for EU customers”) |
- Click Create tax.
Managing Taxes
From the Catalog → Taxes list:- Edit: Click the pencil icon next to a tax → update fields → save.
- Delete: Click the bin icon → confirm deletion (only possible if tax not in use on live plans).
Applying Taxes
Taxes are selected per priced component:- When configuring pricing (e.g., + Add base price, + Add feature → Priced, + Add credit → Priced, etc.).
- Look for the Tax dropdown in the modal.
- Select your created tax (or “None”). The modals allows “Create tax” for a quick addition.
- Taxes only apply to priced components (not included/free entitlements).
- Changes to taxes propagate to live plans immediately (no new version needed).
- See Plans/Features/Credits docs for where the Tax dropdown appears.