User Interface
Reference
- Activity
- Addresses
- Calls
- Chat
- Custom Field Groups
- Custom Fields
- Customers
- Deals
- Deliveries
- Email Marketing
- Files
- Invoices
- Labels
- Lead Sources
- Leads
- Lunches
- Meetings
- Notes
- Orders
- Organisations
- People
- Permissions
- Pipelines
- Product Attributes
- Product Categories
- Products
- Purchase Orders
- Quotes
- Roles
- SMS Marketing
- Tasks
- Tax Rates
- Teams
- Users
Tax Rates
Overview
Tax rates are applied to product line items on Quotes, Orders, Invoices, and Purchase Orders. Each Product can have a default tax rate which is automatically pulled into a new line item, and the rate can be overridden per line.
Model: VentureDrake\LaravelCrm\Models\TaxRate
Table: {prefix}tax_rates (default: crm_tax_rates)
Attributes
| Attribute | Type | Description |
|---|---|---|
name |
string |
Display name (e.g. GST, VAT 20%) |
description |
text |
Optional description |
rate |
decimal |
Percentage rate (e.g. 10.00 for 10%) |
tax_type |
string |
Type/jurisdiction of the tax |
default |
boolean |
Whether this is the default rate for new products |
team_id |
integer |
Team scope when teams are enabled |
Defaults
The package's Configuration exposes two settings that control how tax behaves out of the box:
| Setting | Description |
|---|---|
LARAVEL_CRM_TAX_NAME |
Label used on quote/invoice line items (default Tax) |
LARAVEL_CRM_TAX_RATE |
Initial default tax rate percentage |
Managing Tax Rates
Tax rates are managed through Settings → Tax Rates in the CRM UI. The default rate is automatically applied to new product line items but can be overridden on a per-line basis.
Usage
use VentureDrake\LaravelCrm\Models\TaxRate;
$taxRate = TaxRate::create([
'name' => 'GST',
'rate' => 10.00,
'default' => true,
]);
// Assign as the default tax rate for a product
$product->update(['tax_rate_id' => $taxRate->id]);
Traits
| Trait | Description |
|---|---|
SoftDeletes |
Soft delete support |
BelongsToTeams |
Multi-tenant team scoping |