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In this guide, we’ll walk you through how to add tax rates to your organization in the Enlivy application.

The process is simple and easy to follow just by reading through this guide. At the end, we’ll include examples showing how to add the Romanian VAT rates (19%, 9%, and 5%) for your organization.

First, from your dashboard, navigate to the left-hand menu. Click on Accounting, then select Tax Rates. Your screen should now look similar to the screenshot below.

How the Tax Rates Dashboard looks in Enlivy without any Tax Rates

Adding a New Tax Rate

To add a new tax rate, click the Add Tax Rate + button located on the right side of the screen.

A new window will appear, as shown in the screenshot below.

Here, you’ll need to fill in the fields with information about the tax rate you’re adding.

Please note that not all fields are required, some are only used in specific or exceptional cases, so make sure to fill in only what’s relevant for your situation.

Menu for Adding a Tax Rate with fields visible

Explanation of Fields

The most important fields that you have to complete are the one marked with the * : Name, Tax Class and Rate.

Below is an explanation of all the fields:

  • Name

    The internal name used to identify the tax rate within your organization.

  • Display Name

    The Display name of the Tax Rate (e.g., “VAT 19%”).

  • Tax Class

    Select the Tax Class (That was created earlier).

  • Rate

    The percentage of the value of the tax (e.g., 19% for 19% VAT)

  • Has EU VAT Properties

    Enable this if the tax rate needs to comply with EU VAT rules, typically for cross-border B2B or B2C transactions within the EU.

  • Has VAT Exempt

    Check this if this rate represents a VAT-exempt status for specific goods/services.

  • Is Location-Based Tax Rate

    Enable this if the tax rate should apply based on the customer’s or company’s location.

  • Has Stripe Tax Rate ID

    Use this if you’re syncing this tax rate with Stripe, and you have a corresponding Stripe tax rate ID.

  • Priority

    Used when multiple tax rates apply. A lower number indicates higher priority (e.g., priority 1 is applied before priority 2).

Examples of Adding Tax Rates

19% VAT

Now that you’re familiar with the key fields and understand which ones are required to add a tax rate, check the next screenshot for an example of how to create a 19% VAT rate for Romania.

Adding a Tax Rate – 19% VAT – essential fields

Don’t forget to click on Save Changes.

In the following two screenshots, you’ll see the details required to add the 5% VAT and 9% VAT tax rates for Romania.

Use these as a reference to ensure the correct setup for each rate.

5% VAT

Example of adding Tax Rate for 5% VAT

9% VAT

Example of adding Tax Rate for 9% VAT