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Review tax rules and their access controls

Tax rules lists the rules available for use on your company’s records.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Tax rules lists the rules available for use on your company’s records.

Review the list

  1. Open Tax rules in Settings.
  2. Find the rule by name.
  3. Review its Tax rate and Tax Type.

Add tax rule is a separate creation action. Creating, updating and deleting rules each require the relevant access; being able to view the list does not grant all three. Reading the list does not change the tax treatment of a document.

Tax rules list with rates, tax types and Add tax rule
Tax rules list with rates, tax types and Add tax rule

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