# Create and manage Tax Rules

### PUQcloud Panel

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This guide shows you how to set up and maintain **Tax Rules** for different countries and regions in the **PUQcloud Panel**. Use these rules to automatically apply the correct taxes on invoices based on the client type and location.

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#### Overview

- **Where:** **Menu → Finance → Tax Rules**
- **What you can do:** Create rules, generate presets for Canada/EU, edit, delete, and change the order of rules.
- **Who can do it:** Administrators with access to the Finance area.

<p class="callout info">**How matching works**  
The system reads rules **from top to bottom**. The **first matching rule** is applied. Keep your most specific rules (e.g., province/state) **above** more general ones.</p>

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#### Before You Start

1. Make sure you have at least one **Home Company** configured (Settings → Finance → Home Companies).
2. Know your target **tax rates** (GST/HST/PST/VAT, etc.).
3. Decide which **client types** the rule should apply to:
    
    
    - **Private Client** (individual)
    - **Company Without TAX ID**
    - **Company With TAX ID**

<p class="callout info">Always verify rates with your accountant or the official tax authority.</p>

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#### Quick Start: Generate Preset Rules

You can auto-create a starting set of rules and then fine‑tune them.

##### Create Canadian Rules

1. Go to **Finance → Tax Rules**.
2. Click **Create Canadian Rules**.
3. Select your **Home Company** and **Save**.
4. Review the generated rules and adjust rates as needed.

*(Screenshot reference: “Create Canadian Rules” modal)*

[![image-1756819758460.png](https://doc.puq.info/uploads/images/gallery/2025-09/scaled-1680-/image-1756819758460.png)](https://doc.puq.info/uploads/images/gallery/2025-09/image-1756819758460.png)

##### Create EU Rules

1. Go to **Finance → Tax Rules**.
2. Click **Create EU Rules**.
3. Select your **Home Company** and **Save**.
4. Review the generated rules and adjust rates as needed.

*(Screenshot reference: “Create EU Rules” modal)*

[![image-1756819763523.png](https://doc.puq.info/uploads/images/gallery/2025-09/scaled-1680-/image-1756819763523.png)](https://doc.puq.info/uploads/images/gallery/2025-09/image-1756819763523.png)

<p class="callout info">**Note:** Presets are a convenience. You are responsible for validating the final rates.</p>

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#### Create a Tax Rule Manually

1. Open **Finance → Tax Rules**. *(See: List view)*
    
    [![image-1756819775855.png](https://doc.puq.info/uploads/images/gallery/2025-09/scaled-1680-/image-1756819775855.png)](https://doc.puq.info/uploads/images/gallery/2025-09/image-1756819775855.png)
2. Click **Create**. *(See: “Create” modal)*
    
    [![image-1756819780375.png](https://doc.puq.info/uploads/images/gallery/2025-09/scaled-1680-/image-1756819780375.png)](https://doc.puq.info/uploads/images/gallery/2025-09/image-1756819780375.png)
3. Fill the fields:
    
    
    - **Country** and **State/Region** (optional).
    - Turn on the client‑type toggles the rule should apply to:  
        **Private Client**, **Company Without TAX ID**, **Company With TAX ID**.  
        (Use **Individual TAX Rate** if the rule should tax individuals.)
    - Enter up to **three taxes** (name + percent). Example:
        
        
        - *Tax 1 Name:* `VAT` — *Tax 1 Rate:* `23.000`
        - *Tax 2 Name:* `PST` — *Tax 2 Rate:* `7.000` (if applicable)
        - *Tax 3 Name:* `GST` — *Tax 3 Rate:* `5.000` (if applicable)
    - Choose **Home Company**.
4. Click **Save**. Your rule appears in the list. *(See: List after creating a rule)*
    
    [![image-1756819804598.png](https://doc.puq.info/uploads/images/gallery/2025-09/scaled-1680-/image-1756819804598.png)](https://doc.puq.info/uploads/images/gallery/2025-09/image-1756819804598.png)

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#### Edit a Rule

1. In **Finance → Tax Rules**, click the **Edit** icon on the desired row.
2. Change any fields (country/region, toggles, tax names/rates, home company).
3. Click **Save**.

*(Screenshot reference: “Edit” modal)*

[![image-1756819810427.png](https://doc.puq.info/uploads/images/gallery/2025-09/scaled-1680-/image-1756819810427.png)](https://doc.puq.info/uploads/images/gallery/2025-09/image-1756819810427.png)

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#### Delete a Rule

1. In **Finance → Tax Rules**, click the **Delete** (trash) icon on the row.
2. Confirm the deletion.

<p class="callout info">Deleting a rule does not change past invoices; it only affects new invoices going forward.</p>

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#### Change Rule Order (Priority)

1. In **Finance → Tax Rules**, use the **up/down arrows** in the **Order** column.
2. Place **specific** rules (e.g., province/state) **above** general country-wide rules.

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#### Field Reference

<table id="bkmrk-field-type-what-it-c"><thead><tr><th>Field</th><th>Type</th><th>What it controls</th><th>Example</th></tr></thead><tbody><tr><td>Country</td><td>Dropdown</td><td>The country the rule applies to.</td><td>Poland</td></tr><tr><td>State/Region</td><td>Dropdown</td><td>Optional region/province/state inside the country.</td><td>Mazowieckie</td></tr><tr><td>Private Client</td><td>Toggle</td><td>Apply this rule to **individuals**.</td><td>On</td></tr><tr><td>Company Without TAX ID</td><td>Toggle</td><td>Apply when client is a **company without** a valid tax ID.</td><td>On</td></tr><tr><td>Company With TAX ID</td><td>Toggle</td><td>Apply when client is a **company with** a valid tax ID.</td><td>On</td></tr><tr><td>Individual TAX Rate</td><td>Toggle</td><td>Enable taxation for individuals per this rule.</td><td>On</td></tr><tr><td>Tax 1 Name / Rate (%)</td><td>Text / Number</td><td>First tax component name and percentage.</td><td>VAT / 23.000</td></tr><tr><td>Tax 2 Name / Rate (%)</td><td>Text / Number</td><td>Second tax component (if needed).</td><td>PST / 7.000</td></tr><tr><td>Tax 3 Name / Rate (%)</td><td>Text / Number</td><td>Third tax component (if needed).</td><td>GST / 5.000</td></tr><tr><td>Home Company</td><td>Dropdown</td><td>Which Home Company owns/uses this rule.</td><td>Default (Your Company Name)</td></tr></tbody></table>

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#### Example: Poland → Mazowieckie (VAT 23%)

1. **Create** a rule.
2. Country: **Poland**; State/Region: **Mazowieckie**.
3. Toggles: **Private Client = Off** (if you only tax businesses), **Company Without TAX ID = On**, **Company With TAX ID = On**.
4. Tax 1 Name: **VAT**; Tax 1 Rate: **23.000**.
5. Select **Home Company**.
6. **Save**. *(See: List after creating a rule)*
    
    [![image-1756819913571.png](https://doc.puq.info/uploads/images/gallery/2025-09/scaled-1680-/image-1756819913571.png)](https://doc.puq.info/uploads/images/gallery/2025-09/image-1756819913571.png)

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#### Tips &amp; Good Practices

- Keep a **country-wide** rule at the bottom and **region‑specific** rules above it.
- Use clear tax names: **VAT**, **GST**, **PST**, **HST**.
- Review rules after **tax law changes** or when you expand to new regions.
- For multi‑company setups, double‑check the **Home Company** on each rule.

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#### Troubleshooting

- **My client is taxed incorrectly**
    
    
    - Check rule **order** (a broader rule may be matched first).
    - Verify the **client’s country/region** and **tax ID** status.
    - Confirm the **toggles** (Private/With ID/Without ID) match your intent.
    - Ensure tax **rates are numeric** (e.g., `23.000`).
- **I don’t see my Home Company**
    
    
    - Create it in **Home Companies** and then return to Tax Rules.

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#### Screenshot References

- **List view (empty)** — overall layout and action buttons *(Create, Create Canadian Rules, Create EU Rules).*
- **Create modal** — full form with toggles and tax fields.
- **Create Canadian Rules modal** — select Home Company.
- **Create EU Rules modal** — select Home Company.
- **List view (after creating)** — shows Poland/Mazowieckie, indicators and VAT 23.000%.
- **Edit modal** — modify existing rule fields.