---
title: Taxes Tab - Settings Configuration
description: Taxes Tab - Settings Configuration
---

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# Taxes Tab - Settings Configuration

## This article summarizes the features of the Taxes Tab in your ServiceBox settings.

### **Summary**

This article will summarize the features of the **Taxes Tab** in your ServiceBox settings. 

### **Taxes Tab**

This Tab has information related to Taxes that will be used in Quotes and Invoices for your ServiceBox. An example is shown in the following screenshot.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-08-45-57-6000-PM.png?width=670&height=396&name=image-png-Jul-09-2026-08-45-57-6000-PM.png)

Here is a list of customizable features within the Taxes Tab, along with a brief description of each feature:

### Sales Taxes

This section is where you define **individual sales taxes**. These are the building blocks for your tax setup, but **must be added to a Tax Level** in order to be applied in quotes or invoices.

**Fields required for each sales tax:**

- **Code:**  
  The label for the tax (e.g. PST, GST).
- **Rate:**  
  Enter the tax rate in decimal format (e.g. 0.05 for 5%).

You can add, edit, or delete tax rates as needed.

### Tax Levels

Tax Levels are combinations of individual Sales Taxes that are actually used in your Quotes and Invoices. You must assign items a Tax Level—individual tax codes cannot be applied on their own.

**Fields required for each tax level:**

- **Name:**  
  The label for the tax level (e.g. GST, GST & PST).
- **Included Taxes:**  
  Multi-select the individual sales taxes to include in this tax level. For example, a GST & PST tax level might include both the GST and PST codes you created earlier.
- **Default:**  
  Set this to **Yes** if you want this tax level to be the default selection when a new item is added to a quote or invoice.
- **Apply Sales Tax to Each Line Item:**
  
    - **Check this box** if you use **Sage 50** or **QuickBooks Online**.
    - **Leave it unchecked** if you use **QuickBooks Desktop**.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-08-46-45-2549-PM.png?width=670&height=374&name=image-png-Jul-09-2026-08-46-45-2549-PM.png)

For a more detailed guide on managing tax settings in ServiceBox, [click here](https://jobbox.freshdesk.com/en/support/solutions/articles/19000109475).

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

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