---
key: create-a-tax-profile
title: Create a tax profile
audience: staff
section: administration/billing-commerce
routes: ["/settings/org/billing/tax-profiles"]
permissions: ["commerce.tax_profiles.create"]
features: ["billing.setup"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Set up a tax package such as HST or GST plus PST once, add its rates, and make it the default so every new quote and invoice gets the right tax.
keywords: [HST, GST, PST, sales tax, tax rate, tax setup, default tax, tax included, tax on top]
related: [retire-or-restore-a-tax-profile, set-offering-pricing-and-tax, create-a-quote, create-an-invoice]
---

In the sidebar, open **Settings**, then choose **Tax Profiles** under **Sales & Billing**. The page address is `/settings/org/billing/tax-profiles`.

## Before you start

- One profile per tax package. Ontario HST is one profile with one rate; a province with GST and PST is one profile with two rates.
- Your role needs the permission to create tax profiles, and to create tax rates to add the rates.

## Steps

1. Press **New profile**. A panel opens titled **New tax profile**.
2. Type a **Profile name** your team will recognise, such as `Ontario HST`, and an optional short **Code** such as `CA-ON-HST`.
3. Add **Notes** if the team needs to know when to use it.
4. Set **Default for new documents** to **Use as default** if every new quote and invoice should start with this profile. Only one profile is the default; choosing this one clears the previous default.
5. Leave **Tax inclusive pricing** on **Tax added on top** unless the prices you type already include tax, in which case choose **Prices include tax**.
6. Press **Create profile and continue to rates**. Nova shows **Tax profile created. Add at least one active tax rate.** and keeps the panel open on **Tax rates**.
7. Under **Add tax rate**, type the **Rate label** (for example `HST`), the **Rate percent** (`13` for 13%), the **Jurisdiction code** (`CA-ON`) and leave **Applies to** as `all` unless only some kinds of line are taxable.
8. Press the **Add tax rate** button. Nova shows **Tax rate created.** and the rate appears in the list.
9. For a stacked tax such as GST plus PST, add a second rate the same way. Only set **Compound** to **Stacked calculation** and give it a **Compound order** if the second tax is charged on top of the first one.
10. Close the panel. The profile is ready to pick on quotes and invoices.

## What you see

- The list shows each **Profile**, its **Rates**, its **Mode** (**Inclusive** or **Exclusive**), when it was **Updated**, and whether it is **Active**.
- Press a row to reopen it. Each rate has **Edit** (which changes the button to **Save tax rate**), **Deactivate** and **Reactivate**; changes to the profile's own details save with **Save tax profile**.
- **Recoverable** marks a tax you can claim back. Leave it on for HST and GST; set it to **Non-recoverable** for a tax you cannot recover.
- Under **Filters**, **Status** shows **Active** or **Inactive** profiles and **Default** shows **Default only** or **Non-default only**.

## If something looks different

- **New profile** is missing: your role cannot create tax profiles. Ask your admin.
- The **Tax rates** step says to save the profile first: press **Create profile and continue to rates** before adding rates.
- The rate refuses to save with a message about the percent: **Rate percent** has to be between 0 and 100.
- The profile is marked **Inactive** and cannot be edited: reactivate it first. See [[retire-or-restore-a-tax-profile]].
- You want different tax on one product or service rather than a whole document: see [[set-offering-pricing-and-tax]].

[[route:/settings/org/billing/tax-profiles|Open Tax Profiles]]