How to Set Taxes

Manage VAT and business taxes

Set up your Upmind organisation to automatically handle VAT and business taxes. You can also customise displays so they show figures that include or exclude VAT.

Opening tax settings dashboard

  1. Log in to Upmind.
  2. Click Settings.
  3. On the next page, click Tax settings.

VAT registered

By default, the VAT Registered? toggle is in the OFF position. If you are VAT registered, we suggest that you toggle the switch ON and then enter your VAT number.


If on, Upmind automatically calculates the VAT based on your client's jurisdiction.

Register for VATRegister for VAT

Register for VAT

VAT inclusion

The default setting is disabled. That means Upmind automatically adds VAT (if you are VAT registered) to the purchase price.

Click the toggle to the ON position to enable this control. When enabled, Upmind assumes the product price includes VAT. In this case, Upmind deducts VAT (if you are VAT registered) from the purchase price.

Enable or disable VAT includedEnable or disable VAT included

Enable or disable VAT included

Tax Settings

Click the field and select a business category.

Choose business categoryChoose business category

Choose business category

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