Tax rates
Saved tax-rateTax rateA saved tax-rate record you can attach to suppliers and POs. Three types — sales, purchase, and shipping. Configured in Settings → Tax Rates. Read more → records you attach to suppliers and POs. Two types are currently active in the UI — sales and purchase. POs use purchase-type rates.
On this page
Section titled “On this page”- Where they’re used
- Creating a rate
- Per-PO assignment
- Importing rates from your accounting system
- What’s not yet supported
- See also
Where they’re used
Section titled “Where they’re used”Purchase-type rates appear in the PO header’s tax-rate dropdown. Sales-type rates are saved for future use elsewhere in the app.
Creating a rate
Section titled “Creating a rate”Settings → Tax Rates → “New rate.” Pick the type (Sales or Purchase), enter the percentage, and name it.
Per-PO assignment
Section titled “Per-PO assignment”POs inherit the supplier’s default tax rate. You can override it on the PO header.
Importing rates from your accounting system
Section titled “Importing rates from your accounting system”Once Settings → Accounting is connected, an Import from Xero button appears next to “Add Tax Rate.” It opens a dialog that creates Logistified tax rates from your Xero tax rates, pre-mapped so pushed bills use the exact tax type.
Pick whether to import them as Purchase or Sales rates, tick the ones you want (with “Select all” / “Deselect all” and a running count), and click Import N. Rates already imported show a grey imported badge and can’t be selected again. After the import, a summary lists each rate as Created, Already imported, or Failed.
Once accounting is connected, editing an existing rate also reveals an Accounting tax rate field — a searchable picker to link that Logistified rate to one specific Xero tax rate, with a Clear mapping (auto by rate) option to remove the link. Leave it unmapped and Logistified auto-matches by percentage when pushing a bill. Mapped rates show a small ”→ [Xero tax rate name]” line in the tax rate table; unmapped ones show “Auto (by rate).”
What’s not yet supported
Section titled “What’s not yet supported”- Shipping tax rates — defined in the data model but currently hidden in the UI; only sales and purchase rates can be created today.
- Per-line tax override on POs.
- Time-bounded tax rates (start / end date).
- Automatic VAT / GST inference from supplier country.
See also
Section titled “See also”- Purchase Orders → Settings & preferences — how POs use tax rates.
- Suppliers → Directory — assigning a default rate to a supplier.
- Settings → Accounting — connecting Xero, which enables the import and mapping features on this page.