> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metrifox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Taxes

## **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.

1. Navigate to **Catalog → Taxes**.
2. Click **Create tax**
3. In the modal, fill details:

   <img src="https://mintcdn.com/metrifox/jqyL54OGhl0pgyBF/images/tax/tax_create.png?fit=max&auto=format&n=jqyL54OGhl0pgyBF&q=85&s=bd383be47be5eabe69ed86e7e36e7eeb" alt="Tax Create" width="2212" height="1270" data-path="images/tax/tax_create.png" />

| 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") |

<img src="https://mintcdn.com/metrifox/jqyL54OGhl0pgyBF/images/tax/tax_details.png?fit=max&auto=format&n=jqyL54OGhl0pgyBF&q=85&s=b28c51fcfc2aece8d4022be5b7eb1196" alt="Tax Details" title="Tax Details" style={{ width:"73%" }} width="1110" height="1562" data-path="images/tax/tax_details.png" />

4. 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).

<img src="https://mintcdn.com/metrifox/jqyL54OGhl0pgyBF/images/tax/manage_tax.png?fit=max&auto=format&n=jqyL54OGhl0pgyBF&q=85&s=24fddb919d7035619f45f8a7aa47ada1" alt="Manage Tax" width="2150" height="590" data-path="images/tax/manage_tax.png" />

## **Applying Taxes**

Taxes are selected per priced component:

1. When configuring pricing (e.g., + Add base price, + Add feature → Priced, + Add credit → Priced, etc.).
2. Look for the **Tax** dropdown in the modal.
3. Select your created tax (or "None"). The modals allows "Create tax"  for a quick addition.

Taxes apply automatically to qualifying invoices based on customer region (if configured).

**Important Notes**

* 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.