What is the global tax rate in TalleFlow?
The global tax rate is a default tax percentage you set once in Finance Settings. Once set, it's available as the default whenever you create an invoice, so you don't have to re-enter it every time. You can accept the global rate, override it on a specific invoice or line item, or mark an invoice as tax exempt.
Tax shows up as its own line in the invoice summary so clients can see exactly what they're being charged.
Set a global tax rate
Go to Finance → Settings
Scroll down to the Tax field (alongside the global surcharge rate)
Enter your default tax rate as a percentage — for example, enter 8.25 for 8.25% (not 0.0825, and not 825)
Save your settings
The global rate will now be available as the default whenever you create an invoice.
Tip: Enter the number the way it reads on paper. A sales tax of 8.25% is entered as 8.25. There's no need to convert it to a decimal.
Apply tax in the invoice editor
Open the invoice in the editor
Click the Invoice tool on the canvas to open the Properties Panel
Choose whether to apply the global tax rate
Review the tax rate field — you can accept the global default or enter a custom rate for this invoice
To override tax for a specific line item, set the tax rate at the line level
Click Save Invoice for your changes to appear on the canvas
Mark an invoice as tax exempt
If a particular client or invoice shouldn't be taxed, you can turn tax off for that invoice:
Open the invoice in the editor
In the Properties Panel, toggle Tax Exempt on
When tax exempt is on, no tax is applied to that invoice, even if a global tax rate is set. This is handled per invoice, so your global default stays in place for everything else.
Override behavior
A line-level tax rate takes precedence over the invoice/global rate for that line.
An invoice-level tax rate overrides the global default for that invoice.
If an invoice is marked tax exempt, no tax is applied regardless of other settings.
If no tax is configured at any level and the invoice isn't exempt, tax defaults to 0.
How tax affects invoice totals
Line | Calculation |
Subtotal | Sum of line items |
Tax | Calculated from the discounted subtotal |
Surcharge | Calculated from the discounted subtotal (independently of tax) |
Total | Discounted subtotal + tax + surcharge |
Tax and surcharge are always calculated from the same base — the post-discount subtotal — and are independent of each other.
Related articles
Surcharge on Invoices
Invoices & Billing
Setting up Finance Settings
Business Settings Overview