Set up sales tax
Charge the right GST, PST, or HST on quotes and invoices.
Before you start
- You're an Owner or Admin (taxes live in Settings).
Crewato handles single and combined sales taxes. If you set your province during onboarding, your rates are already in — this article shows how to review or change them.
How taxes work
- A tax rate is one tax you charge — e.g. GST at 5% or PST at 7%.
- A tax group bundles the rates that apply together, e.g. "GST + PST". An empty group means "Exempt".
- Your default group is applied to new taxable lines automatically.
Add your tax rates
- 1Go to Settings → Taxes.
- 2Under Tax rates, click + Add rate.
- 3Enter a name (required, e.g. GST) and the rate % (required); add your registration number if you have one. Save.
- 4Repeat for any other rates you charge (e.g. PST).
Create a tax group and set the default
- 1Under Tax groups, click + Add group.
- 2Name it (e.g. GST + PST) and tick the rates it includes.
- 3Mark it as the default so new taxable lines use it automatically. Save.
Tip · Registration numbers you enter print on customer documents, and the per-rate breakdown appears on every quote, invoice, and the sales-tax report for remittance.
Note · Changing a rate doesn't re-tax documents you've already sent — they keep their original tax. New and draft documents use the updated rate.