My Agency → Tax defines the tax lines applied to totals on itineraries, proposals and invoices. You can add, edit, reorder or remove lines freely, or start from a country preset.
How do I set up VAT or GST?
The Start from a country preset list covers common setups — UK VAT, Australia GST, Singapore GST, Sri Lanka standard, India GST (both the 5% tour-package and 18% travel-services variants), the Canadian GST/HST options, and others.
Pick one and click Load preset lines.
This replaces the lines below it, ready for you to edit. The preset is a starting point — your own lines are what actually applies once saved.
Building the lines yourself
Each tax line has:
- Name — what appears on the document.
- Rate (%).
- Enabled — turn a line off without deleting it.
- Compound — when ticked, this line is charged on the subtotal plus earlier tax, rather than the subtotal alone.
The ↑ and ↓ buttons reorder lines, which matters as soon as any line is compound: a compound line calculates on everything above it, so the order changes the result.
Use Add tax line for each additional line and Remove to drop one.
Tips
- Set your Location on the agency profile first — it drives regional defaults, so the preset you want is easier to find.
- If you charge tax, add your Tax registration no. under Business Registration. Niti reminds you before letting you issue a tax invoice without it.
- Only tick Compound if your jurisdiction genuinely taxes tax. It's uncommon, and getting it wrong inflates every total you quote.