Tax Rates

Choose your normal sales tax settings, create additional tax bands, and adjust tax for individual quotes and online order forms.

Set the account default

Open Settings → Tax. Under Default tax rate, enter your Tax name, Tax rate and Tax number as needed. If your account does not charge sales tax, select This account does not charge sales tax.

Under How your prices work, choose:

• Add tax to my prices — tax is added on top of entered prices.
• My prices already include tax — tax is contained within entered prices.

Select Save tax settings. This is the default for new quotes. Existing quotes retain their saved settings; you can change a quote separately.

Create additional tax bands

When item-level tax is enabled for your account, Additional tax rates lets you define different rates for different charges.

Select Add additional tax rate, enter a Name and Rate, then select Create additional tax rate. Keep your standard band as the default and create additional bands for charges that need different treatment.

Band names are free text. The percentage determines the calculation: naming a band “Zero rated” does not make it 0%. Enter 0 in Rate when the band should calculate no tax.

Set tax by item or charge

In an item’s pricing settings, choose Tax rate if it differs from the account default. Packages and staff roles also have a Tax rate setting.

On a quote, use Change beside a line’s tax label to choose its Tax band. This applies only to that line on that quote. Delivery has its own band beside Delivery Fee.

Tax on packages, bundles and options

A priced package uses the package’s tax band for its full price, including paid options. That band overrides tax bands on the items and bundles included in the package.

A bundle sold separately uses the bundle’s tax band for its full price, including paid options on its contents. Its contents’ individual tax bands do not apply. If the bundle is included in a priced package, the package’s band takes precedence.

Separately priced items outside the package or bundle keep their own bands. Override all tax bands on a quote takes precedence over all of these settings.

Change whether one quote includes tax

While editing a quote, expand Adjust quote tax and choose Includes sales tax or Excludes sales tax.

Entered prices stay unchanged. For an illustrative 10% rate, a $100 price gives a $100 total when inclusive, or $110 when exclusive. Check the updated total before sending the quote.

Changing one quote does not change your account default or other quotes. Collapsing Adjust quote tax only hides the controls; it does not reset your selection.

Override all bands on a quote

Under Adjust quote tax, turn on Override all tax bands and select Tax band for all charges.

This applies the selected band across items, packages, staff, delivery and venue reservations, including individually chosen bands. Turn off Override all tax bands to restore the individual bands.

The band override and inclusive/exclusive choice are separate settings.

Set online order forms separately

Each online order form has a Sales tax setting:

• Use account default follows the account’s pricing setting.
• Includes sales tax treats entered prices as tax-inclusive.
• Excludes sales tax adds tax on top.

It applies to new orders from that form, including delivery and packages. Existing orders keep their saved setting. See Online Order Form.

Online menus also have a Sales tax choice for displayed prices and their PDF. See Online Menus.

What customers see

The quote total includes a breakdown by tax band. For inclusive prices, Tax included in the total explains the tax already contained in the price. For exclusive prices, tax is added before the final total. Bands with a 0% rate show a zero tax amount.

Online forms and menus show the default tax treatment and use numbered footnotes for items on different bands. Cart item modals explain the applicable tax treatment too.

Map bands to your accounting software

Map each Puree band to its corresponding Xero tax rate or QuickBooks tax code. The revenue account or product/service mapping is separate from the tax mapping.

The quote’s saved inclusive/exclusive choice controls the invoice’s pricing treatment. The accounting system calculates tax using the mapped rates, so different mapped percentages can produce different tax amounts or exclusive totals.

If an invoice differs from the quote, check the quote’s saved pricing choice, its bands and any all-charges override, then check the accounting mappings. Changing account defaults does not change an existing quote or automatically rewrite an existing invoice.

See Connecting with Xero, Connecting with QuickBooks and New tax controls: item tax bands, flexible quotes and online ordering.