Step-by-Step Guide to Configuring Tax Settings in Your Dashboard

6 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Settings" to Access Configuration Options

  • Navigate to the left sidebar of the dashboard.
  • Click on the Settings link to open the settings menu.
  • Ensure you are on the Dashboard page before proceeding.
  • This action will lead you to further configuration options, including Tax Settings.

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STEP 2: Click on "Tax Settings"

  • Navigate to the "Tax Settings" option in the sidebar.
  • Click on the highlighted "Tax Settings" link to access tax configuration.
  • Ensure you have the necessary permissions to modify tax settings.
  • After clicking, you will be directed to the tax settings page for further actions.

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STEP 3: Click on "Add Tax"

  • Navigate to the Tax Settings page.
  • Locate the Add Tax button highlighted in red.
  • Click on the Add Tax button to proceed.
  • This action will allow you to enter the details for a new tax entry.

Next, you will need to enter the "Tax Name."

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STEP 4: Enter Tax Name

  • Click on the highlighted area labeled "Tax Name" to input the name of the tax.
  • Ensure that the field marked with an asterisk (*) is filled, as it is required.
  • After entering the tax name, proceed to the next step to enter the "Rate".

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STEP 5: Enter Rate for Tax Configuration

  • Click on the highlighted "Rate" field to input the tax rate.
  • Ensure to fill in this field as it is marked with an asterisk (*), indicating it's a required field.
  • Review your entries before proceeding to the next step.

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STEP 6: Click on "Save" to Finalize Tax Configuration

  • Ensure all required fields (Tax Name and Rate) are filled.
  • Locate the "Save" button in the dialog box.
  • Click on the "Save" button to save your tax configuration.
  • Confirm that a success message appears, indicating the configuration has been saved.

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