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> Use this file to discover available pages before exploring further.
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# Tax settings

Tax Settings is where you define the tax rates your clinic charges. Each rate is a **tax group**, and every product, service and gift card is linked to one.

| 📍 **Where to find this:** **General Settings** → **Tax Settings**

## ✅ What you can do

* See the tax groups available to your clinic, including the ones MERIDIQ provides
* Create your own tax group
* Edit a tax group you created
* Deactivate a group you no longer use, and bring it back later

## 🗂️ Understand the list

Each row is a tax group. The percentage on the right is the group's **combined rate** — the total of everything inside it.

| Label | What it means |
| ---- |
| **System Default** | Provided by MERIDIQ for your country. Cannot be edited or deactivated |
| **Tax Included in Price** | Your prices already contain the tax |
| **Tax Excluded from Price** | Tax is added on top of your prices |

|| ℹ️ The system groups you see depend on your clinic's registered country — a Swedish clinic sees the Swedish rates, a UK clinic sees the UK ones. Your country is set under **General Settings → Company information**.

|| ℹ️ Deactivated groups stay in the list, greyed out, so you can reactivate them at any time.

![Tax Settings](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/tax-groups-list_g2eafx.png =650x227)

## ➕ Add a tax group

1. Go to **General Settings** → **Tax Settings**.
2. Click **+ Add Tax Group**.
3. Enter a **Tax Group Name**.
4. *(optional)* Add a **Description**.
5. Choose the **Tax Behavior** — **Tax Included in Price** or **Tax Excluded from Price**.
6. Under **Tax Components**, enter a **Tax Component Name** and a **Tax Percentage %**.
7. *(optional)* Click **+ Add Tax Component** to add another part, and repeat.
8. Click **Save**.

![Add Tax Group](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/tax-add-group_g2n3jx.png =500x418)

|| ℹ️ Most groups need only one component. Several components are for places where tax is split into named parts — the group then charges their total.

||| ⚠️ Clinics in **Sweden** and the **United Kingdom** must use **Tax Included in Price**. The other option is still selectable, but saving it fails with an error from the server rather than a message on the field.

|| ℹ️ Group names must be unique within your clinic. If a save is rejected, correct the name and save again rather than closing and starting over.

## ✏️ Edit a tax group

1. Find the group and click **Edit**.
2. Change the name, description, behaviour or components.
3. Click **Save**.

![Edit Tax Group](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/tax-edit-group_781g0h.png =500x421)

||| ⚠️ **Editing a percentage takes effect immediately** for every product, service and gift card still using that group. Change a rate only when the tax itself has changed — to price something differently, create a new group instead.

|| ℹ️ **Receipts you have already issued are never rewritten.** Each receipt stores the tax that applied at the time, so your sales history and VAT reports stay correct.

|| ℹ️ Groups marked **System Default** have no **Edit** button. To use a different rate, create your own group.

## 🚫 Deactivate or reactivate a group

1. Click **Deactivate** on the group.
* It greys out immediately — there is no confirmation step.
2. To bring it back, click **Activate** on the same row.

||| ⚠️ Deactivating hides the group from the **Tax Rate** list when you add or edit something new. **Products and services already using it keep charging that rate.** Move them to another group first if you want them to change.

|| ℹ️ Tax groups cannot be deleted, only deactivated — so nothing that references them can break.

## 🔗 Where your tax groups are used

| Where | How it appears |
| ---- |
| POS products | A required **Tax Rate** field when adding or editing a product |
| Services | A required tax field on the service form |
| Gift cards | A **Tax Rate** field when issuing a gift card |
| Receipts | The tax breakdown on every receipt and refund |
| VAT reports | The figures reported per rate |

| 💡 Set your tax groups up before you build your product and service lists, so you can pick the right rate as you go. To add products, see the POS section; for services, see **Bookable services**.
