Manage tax rates for a location

Tax rates in Monstro X are managed per location. Open a location’s settings, go to Tax Rates, then add or update the rates that apply to that location’s invoices and transactions.

Where tax settings live

Tax configuration is scoped to a location, not the whole account. To reach it, open a location dashboard and navigate to the settings area for that location.

Add a tax rate

1. Go to the location’s Tax Rates page.

2. Click Tax Rate, then choose Add Tax Rate.

3. Enter the tax details:

   • Name — the label shown on invoices and in lists.

   • Country and State — the jurisdiction the rate applies to.

   • Percentage — the numeric tax rate.

   • Description — optional context for staff.

4. Click Save.

Edit a tax rate

1. On the Tax Rates list, find the rate you want to change.

2. Open the row menu and select Edit.

3. Update the fields, then click Update Tax Rate.

Set a default tax rate

When you want one rate to apply automatically, set it as the default for the location.

1. On the Tax Rates list, open the row menu for the rate you want.

2. Click Make Default. A Default badge appears next to that rate.

Activate or deactivate a tax rate

Deactivating a rate keeps it in the list but stops it from being used on new transactions. You can reactivate it later.

1. On the Tax Rates list, open the row menu for the rate.

2. Choose Deactivate or Activate.

Delete a tax rate

1. On the Tax Rates list, open the row menu for the rate.

2. Choose Delete and confirm.

Two restrictions apply:

• You cannot delete the last remaining tax rate for the location.

• You cannot delete the rate that is currently set as the default.

How tax appears on invoices

When tax is configured for a location, the invoice breakdown shows a Tax line alongside the Subtotal and Total.