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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