Help / Tax and VAT

Tax/VAT calculator feature guide

A complete guide to calculating tax and VAT totals, including discounts, extra charges, tax modes, and breakdowns.

Overview

The tax and VAT calculator turns a subtotal into a clear total with discounts, taxable charges, and a transparent breakdown. Use it to confirm totals before sending quotes or invoices.

Choose tax inclusive mode when VAT is already in the displayed price, or tax exclusive mode when tax is added on top. The guide below explains every step.

Workflow steps

Follow this flow to build accurate, repeatable totals.

Step 1

Enter your subtotal

Start with the base amount before tax, discounts, or extra charges.

Step 2

Apply discounts and fees

Add discounts and extra charges so the totals reflect the full deal.

Step 3

Choose tax mode

Select tax inclusive or tax exclusive depending on your region.

Step 4

Review the breakdown

Confirm the taxable amount, tax line, and final total before sharing.

Data privacy and trust

All calculations run locally in your browser. Totals are not sent to a server or saved to a database.

If you copy a breakdown, the text is placed on your clipboard only when you request it.

Local calculations

Totals stay on your device.

No storage

Inputs are not saved anywhere.

Copy on demand

You choose when to share totals.

Discounts

Apply percentage or fixed discounts before tax.

What it is

Discounts reduce the subtotal before tax is calculated, keeping totals clean and predictable.

Why it matters

It ensures the tax amount reflects the true discounted value.

How it works

Choose percentage or fixed discount and enter the value in the calculator.

How to use

  1. Select a discount type.
  2. Enter the discount value.
  3. Confirm the net subtotal in the breakdown.

Best for

  • Promotions or loyalty discounts.
  • Negotiated price reductions.
  • Bundled service deals.

Pro tips

  • Apply discounts before tax for consistent totals.
  • Document the discount in your invoice notes.

Tax inclusive mode

Calculate tax already included in the price.

What it is

Tax inclusive mode extracts the tax portion from the total.

Why it matters

It matches regions where VAT is displayed inside the final price.

How it works

Toggle tax inclusive mode and the calculator will split net and tax values.

How to use

  1. Enable tax inclusive mode.
  2. Enter the tax rate.
  3. Review the net and tax values.

Best for

  • Retail pricing with VAT included.
  • Client quotes that show final price only.
  • Countries with inclusive tax display laws.

Pro tips

  • Confirm the tax rate before sharing totals.
  • Explain inclusive tax on invoices for clarity.

Extra charges

Add shipping, service, or handling fees.

What it is

Extra charges let you include additional costs in the total.

Why it matters

It ensures the final total reflects every cost line.

How it works

Enter the extra charge amount in the calculator.

How to use

  1. Add the charge amount.
  2. Decide if the charge is taxable.
  3. Review the updated total.

Best for

  • Shipping and delivery fees.
  • Setup or onboarding charges.
  • Service and handling costs.

Pro tips

  • Clarify what each fee covers.
  • Keep fee naming consistent across invoices.

Taxable charges

Control whether fees are included in tax calculations.

What it is

The taxable toggle decides if extra charges are part of the taxable base.

Why it matters

Some regions tax shipping and services differently, so this keeps totals aligned.

How it works

Toggle taxable charges on or off based on your policy.

How to use

  1. Review local tax rules for fees.
  2. Toggle taxable charges accordingly.
  3. Confirm the taxable amount in the breakdown.

Best for

  • Taxable shipping in retail invoices.
  • Non-taxable service fees for consulting.
  • Mixed-tax jurisdictions.

Pro tips

  • Document the policy in your invoice notes.
  • Keep fee taxability consistent across projects.

Breakdown and copy

Share clear totals with one click.

What it is

The breakdown lists subtotal, discounts, taxable amount, tax, and total.

Why it matters

It makes client communication clear and reduces follow-up questions.

How it works

Use the copy action to paste the breakdown into emails or invoices.

How to use

  1. Review the breakdown summary.
  2. Click Copy breakdown.
  3. Paste the totals into your message.

Best for

  • Client approvals on quotes.
  • Internal finance review.
  • Transparent invoice notes.

Pro tips

  • Include the tax rate in your message.
  • Keep the breakdown consistent across clients.