#2 The Tax Talk Nobody Wants to Have

"We are also able to manage our GST invoices without worrying about compliance issues. With Zoho Invoice, we are happy, our tax consultant is happy, and so are our customers," rejoices Shivprateek Habib, Partner, Flutterboots Services LLP.

That's usually what a proper tax setup feels like.

But the real feeling in the business world is that Taxes are one of the most important yet most confusing parts of invoices for most businesses. A lot of businesses delay tax configurations until they absolutely need them, and by the time they realise it's important, it's too late, with a number of transactions already created without proper tax rates.

Setting this up early makes invoicing much smoother.

Zoho Invoice supports multiple regional tax systems and helps businesses configure taxes properly from scratch.

Right at signup or when creating a new organization in Zoho Invoice, businesses can configure their tax preferences, and even if they miss it, they can do so before they start creating transactions.

Go to Settings -> Taxes

Make sure to configure:

1. GST/VAT/Sales Tax (based on your country's tax structure)
2. Tax registration number
1. Default tax rates
1. Include or exclude tax preference
1. Regional tax settings (if applicable)
   
   

Countries & Tax System Supported in Zoho Invoice (as of May 2026) 

Edition	Tax Authority	Taxes in Practice	About the Tax	Agency
India*	GSTIN	GST, TDS	GST is a destination-based indirect tax; TDS is a tax deducted at source on payments	CBIC
Australia	ABN	GST	GST is a 10% value-added tax on goods and services	ATO
UK	VAT Registration Number	VAT, CIS	VAT applies to most goods/services; CIS applies to contractor payments in construction	HMRC
Canada	BN	GST/HST, BC PST, QST, MB RST, SK PST	Federal and provincial indirect taxes on goods and services	GST/HST Authorities
USA	EIN / Tax ID	Sales Tax	State-level consumption tax collected on sales of goods/services	IRS
Mexico	RFC	VAT, TDS	VAT applies to goods/services; withholding taxes apply to specific transactions	SAT
Germany	VAT ID	VAT	EU value-added tax applied on goods and services	BZSt
Saudi Arabia	VAT Number	VAT	Consumption tax applied on taxable supplies and imports	ZATCA
Oman	VAT Number	VAT	Standard VAT system applied to business transactions	TA
UAE	TRN	VAT	5% indirect tax on most goods and services	FTA
Bahrain	VAT Number	VAT	VAT levied on domestic consumption and imports	FTA
Kuwait	Tax Number	VAT	Planned GCC VAT framework for taxable supplies	-
Qatar	Tax Number	VAT	GCC-style VAT framework expected on goods/services	-
Kenya	PIN	VAT	VAT on supply of taxable goods and services	KRA
Nigeria	TIN	VAT, Withholding Tax	VAT on consumption; withholding tax deducted from qualifying payments	FIRS
South Africa	VAT Number	VAT	Consumption tax charged on taxable supplies	SARS
Singapore	GST Registration Number	GST	Broad-based consumption tax on imports and supplies	IRAS
Global Edition	Generic Tax Registration	VAT / TDS / Reverse Charge	Flexible international tax handling for unsupported countries and region-specific tax compliance	Varies
Global Edition (Spain)	Spanish VAT Number (NIF/CIF)	VAT	Spanish VAT compliance is supported based on the customer's business location within the global edition	Agencia Tributaria (AEAT)

*e-invoicing and e-way bill for the Indian edition are not supported in the free version of Zoho Invoice. 

This is important because once configured correctly, Zoho Invoice can automatically:

1. Apply taxes to invoices.
2. Calculate the total correctly.
3. Reduce manual tax entries.
   
4. Keep invoices compliant.
   
5. Simplify reporting.

 Set up your tax rates now  to avoid tax calculation errors and to stay compliant.

Important Action:

Take a moment to configure your Company's tax preference. This helps you calculate the tax rate accurately and stay compliant with your country's tax regulations.

Go to Settings -> General Preferences -> Do you sell your items at rates inclusive of tax?

Tax Inclusive: Price includes taxes. Example, Item Rate: 100 & Tax: 18%. The invoice amount will be 100.

Tax Exclusive: Tax gets added to the price separately. Example, Item Rate: 100 & Tax: 18%. The invoice amount will be 118.

---

Things to Remember

Taxes feel like a chore, but they're a five-minute job that saves hours of correction later. Set up your tax rates now, before you create any items or invoices. Everything downstream depends on it.

Pro Tip: Create and name your tax rates clearly. Example: GST 18%, VAT 20%. Clear naming helps avoid mistakes while creating invoices quickly.

Watch out: Never create duplicate rates. Two entries for the same rate will split your report and make reconciliation painful. 

Important Links: 

Taxes: https://www.zoho.com/invoice/help/settings/taxes.html (change the edition at the top of the page to view the tax configuration specific to your business location)

Tax Preference: https://www.zoho.com/invoice/kb/taxes/tax-preferences.html

#3 Stop Retyping the Same Thing

• Topic Participants

• Hari Hara Sudhan. S

  

• Recent Topics

• Re-Apply SLA When Ticket Reopened from Closed Status?

  If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

• Zoho Forms - Failed CRM Sync Improvement

  I'd like to suggest an enhancement to the Zoho Forms and Zoho CRM integration. Currently, once a form entry has been submitted, there is no simple way to push that individual entry to CRM again if needed. Before anyone mentions it, I am aware that the

• Problem with the blueprint flow.

  Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprint

• Zoho ZUGs Meetups 2026 en España: Descubriendo nuevas posibilidades con Zoho

  ¡Hola, Español Zoho Community! Hemos celebrado una nueva edición de los Zoho User Groups (ZUGs) en España (Madrid, Barcelona & Valencia), una excelente oportunidad para reunirnos, formarnos y descubrir nuevas formas de sacar más partido a nuestras herramientas

• What is MCP and How Does It Connect to Zoho Invoice?

  If you've ever wished you could just tell your invoicing software what to do, without clicking through menus, pulling up reports manually, or switching tabs every five minutes, that's exactly what the Zoho MCP server is built for. MCP stands for Model

• Zoho CRM upload files error

  Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?

• DYK 7 - Set dependency from Gantt and List view

  Did you know task dependencies in Zoho Projects can be managed across different task views? In a project, multiple teams work together towards the same goal but team members prefer accessing data with different perspectives depending on their responsibilities.

• 404 error at checkout

  Our customers are getting a 404 error at checkout. Anyone else with the same problem?

• Goods In Transit

  Hi I was wondering if anyone had any tips or work-around to show goods in transit as a liability? We raise a PO with our supplier in China and when the goods are shipped and are invoiced, hence they are a liability of the business. However I can't convert

• Accounts Payable and receivable

  I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?

• How to display Pick List values with vertical separation in Canvas

  I have a Multi-Select Pick List whose values I would like displayed vertically. So far, I have only been able to figure out how to adjust the width and other sizing of the field itself or even how to wrap the values to the next line below. I am trying

• Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

  I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

• Introducing a knowledge management and training software in Zoho Projects Plus

  Keeping your workforce updated on emerging technology trends is essential to stay on top of the game. While project management software focuses on planning, execution, and project tracking, incorporating a learning management solution within project management

• Problem with UTM Parameters: Zoho Forms - Zoho Desk Integration

  Hi Zoho Support Team, I want to automatically capture UTM Parameters from my website URLs and pass it from Zoho Forms into Zoho Desk. I have activated the UTM tracking feature. I've integrated the UTM Tracking code in my website footer on all pages. I've

• #13 Fix Mistakes Without Breaking Your Records

  A customer purchases 100 custom-printed invitations for an upcoming event. A few days after delivery, they call to say that some invitations were damaged and others need to be reprinted. They request a return. The customer isn't asking for a completely

• Zoho Directory : transformez vos données d’identité en décisions de sécurité

  Que sont les rapports d’identité dans Zoho Directory et pourquoi sont-ils importants? À mesure que les organisations se développent, la gestion des identités devient plus complexe. Les informations existent, mais elles sont souvent réparties entre plusieurs

• How to use Zoho Billing info in a workflow

  We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan

• Why can't we choose Fixed Asset account for Purchased Items? (eTims issue?)

  Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or something

• Auto-approval for shared key access not working for new users

  Hello, I'm an admin of a Zoho Vault organization (34 active users, ZOHO identity provider). I have the "Auto-approval for shared key access" setting enabled in Settings → Fine-Grained Controls → Global, but it does not work as expected. The problem: When

• Zoho Analytics UI Bug

  Hello, all, The Aggregate Formulas in Zoho Analytics' list of fields have a 3-dot menu: If the formula has a long name, the name is not fully visible in the list, and a 3-dot menu is not accessible from it: This is not convenient, especially when the

• Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

  Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with

• Marketing Tip #37: Reduce purchase doubts with better product images

  When customers shop online, they cannot pick up, turn around, or inspect a product in person. That is why your product images need to do more of the selling. Two simple upgrades can make a big difference: Use zoom-friendly images so customers can look

• Why don't Zia agents support file uploads?

  I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their

• Zia Agent built in ChatKit UI does not render markdown

  Hi, You have a major shortcoming in the Zia Agent UI. The test UI that is embedded in agents.zoho.com allows you to test the agent has full support for rendering markdown, but your ChatKit UI does not have support for rendering markdown. If I embed it

• Will I see emails sent via campaigns in CRM?

  It would be useful for people to be able to see emails sent via campagins in Zoho CRM is that possible?

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Zoho Books | Product updates | June 2026

  Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules

• Add spaces to input format

  In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on

• Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length

  Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace

• GLM 5 not available

  Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. How

• Supervisor Rules --> Custom Function

  Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the last

• Vault Chrome Extension Asks for Master Password every single time

  Is this supposed to be a feature, or is this a bug?  My assumption is that it's a bug, because every time I click on the Extension, there is a red exclamation mark/notification on the Zoho Vault extension.  Is the idea with the Extension that I have to

• What's New in Zoho Inventory | April & May 2026

  Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

• "Make online" not clearing previously downloaded files from disk

  I downloaded a large folder via "Make offline" so I could copy it to another location. This worked. When I was done I hoped that "Make online" would restore it to the previous state where those files are not stored locally in TrueSync. This did not work—Finder

• Permission Denied for Worklogs URL

  We're attempting to pull worklogs data from service desk plus and when using the below URL we are met with a message stating we do not have permission. https://sdpondemand.manageengine.com/api/v3/requests/xxxxxx/worklogs/ We used SDPOnDemand.requests.ALL

• Anyone in Australia using Zoho Books AND has their account with NAB?

  Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

• Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

  Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• #12 Never Leave a Billable Hour Behind

  A client approves a website redesign project. The estimated effort? 40 hours. The project is going well. A few additional review meetings are scheduled. Several rounds of content changes are requested. A few "quick fixes" get added along the way. The

• Close task on Completion Date entry

  This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date the

• Next Page