---
title: "Adding a Tax Code"
slug: "adding-a-tax-code"
updated: 2025-03-06T15:37:51Z
published: 2025-03-06T15:37:51Z
canonical: "docs.avontus.com/adding-a-tax-code"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Tax Code

Adding a new Tax Code is a simple process. Before you begin, make sure you have this information:

- A name for the new code
- The rate percentage
- The name of the tax agency
- An internal reference number (optional)
- A description of the new code.

> [!CAUTION]
> **Important:** If your company uses an accounting software package that requires appropriate Tax Codes to have a tax agency and a reference number assigned, you must make sure to enter that information into the text fields in the *Tax Code* dialog.

To add a Tax Code:

1. Click the **Billing** menu and select **Tax Codes**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-MCB539LO.png) The *Tax Codes* dialog appears, displaying existing Tax Code.
2. Click the **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ca6f30c3-67fd-4365-a923-900fd7bffd3c.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/926ac507-a86c-466c-bca5-3c666874ce23.png) The *Tax Code* dialog appears.
3. Click in the **Name** text field and enter a name for the Tax Code. This text field is required.
4. Click in the **Rate %** text field and enter rate percentage. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/98022dcb-cc2c-41b1-b3f3-6f53e12454ae.png)
5. Click in the **Tax Agency** text field and enter tax agency name.
6. Click in the **Reference No.** text field and enter your reference number for internal use, as necessary.
7. Click in the **Description** text field and enter a description of the Tax Code, as necessary. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/982a9f31-40d0-4f9e-9329-32aeb66f69cd.png)
8. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/3b38dab4-c7a3-40bb-9384-246bc9ced4f6.png) The *Tax Codes* dialog returns, displaying the new tax code.
9. Click **Close**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/9c3ada8b-d96a-45ea-8111-0be89203a957.png)