SuperOps uses a two-axis tax model that determines invoice line taxes based on both the client location (Tax Region) and the type of item sold (Tax Category). This setup lets you apply different tax rates to the same service based on your client's location, or charge different rates for hardware and services on the same invoice.
How Tax Resolution Works
When an invoice line item is calculated, SuperOps evaluates tax rules in the following order:
Client exemption check: If the client is marked as tax-exempt, no tax is applied to the line.
Item taxability check: If the catalog item is marked as non-taxable, no tax is applied.
Regional Category override: If the client’s Region has a specific tax override configured for the item’s Category, that tax applies.
Category default tax: If there is no override and the Category has a default tax configured, the Category tax applies.
Region default tax: If neither of the above applies, SuperOps uses the default tax configured for the client’s Region.
📝Note: A 0% Tax and tax exemption are different. A 0% Tax is still a taxable transaction, while an exemption means tax does not apply.
Managing Tax Rates
Taxes define the rates applied to invoice lines and can include a single rate or multiple tax components.
Navigate to Settings > Contract and Billing > Tax
Click the + Tax button in the top right to define a new tax rate. Give a name and add the required tax rate components. SuperOps calculates the combined rate automatically.
Click Save to add the tax rate to your workspace.
📝Note: Taxes mapped to accounting integrations cannot be edited or deleted directly in SuperOps.
Creating Tax Categories and Overrides
Tax Categories represent labels assigned to your catalog items, such as hardware, services, or software licenses. You can configure regional overrides directly within a category to specify custom tax rates for specific regions.
Click the + Tax Category button in the header. Enter a category name and select a fallback Default tax.
Under Overridden in these regions, click + Add Overrides to define exceptions for specific locations. Select a region and assign the corresponding tax rate.
Click Save to finalize the category.
Creating Tax Regions and Overrides
Tax Regions are assigned to clients and determine the default Tax for those clients. Each region requires a fallback default tax and can include category-specific overrides.
Click + Tax Region in the top right corner. Enter the region name and choose a default fallback tax.
You can override the Region's default Tax for specific Tax Categories. For example, a Region may use an 8% default Tax while Services in that Region use a 3% Tax.
2. Under Category overrides, click + Add Overrides. Select a specific item category and choose the overriding tax rate that applies in this region. Click Save.
Assigning a Tax Category to Products and Services
To ensure catalog items calculate the appropriate tax rates across regions, assign them a Tax Category in your service catalog.
Go to Settings > Contract and Billing > Products and Services.
Create a new Product or Service, or open an existing one.
In the Tax configuration section, toggle Taxable on and select the appropriate Tax Category from the dropdown.
💡SuperTip: For full catalog item setup, see Creating a new service item in SuperOps
Assigning a Tax Region to a Client
Each client must be linked to a Tax Region to determine their regional tax rules and default rates.
Navigate to Clients > Quotes and Invoices > Invoice settings.
Scroll down to the Tax configuration section and select the client's region in the Tax region dropdown. If the client is exempt, enable the tax-exempt toggle.
How does Migration work?
The migration changes how your tax configuration is represented in SuperOps, not how your existing taxes are applied.
SuperOps will use your current client-level and item-level tax assignments to create the equivalent Region and Category configuration. The same tax that applies before migration will continue to apply after migration.
You do not need to re-enter your existing tax information.
Any changes you make to Regions, Categories, tax rates, or overrides after migration will apply to future quotes, sales orders, and invoices according to the new configuration.
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