Tax rates

Saved tax-rate records you attach to suppliers and POs. Two types are currently active in the UI — sales and purchase. POs use purchase-type rates. The page also hosts the Margins & retail prices card, which controls whether margin numbers treat your retail prices as tax-inclusive.

Where they’re used

Purchase-type rates appear in the PO header’s tax-rate dropdown, and separately in the GST / purchase tax picker on each additional cost or discount entry — the two are independent, so an order and its additional costs can carry different rates. Sales-type rates are saved for future use elsewhere in the app.

Creating a rate

Settings → Tax Rates → Add Tax Rate. Pick the type (Sales or Purchase), name it, enter the percentage (0–100), and optionally set it as the default for that type. Two things to know about defaults: the first rate you create of a type becomes that type’s default whether or not you flip the switch, and a default rate can’t be deleted — make another rate the default for that type first.

Per-PO assignment

POs inherit the supplier’s default tax rate. You can override it on the PO header.

Importing rates from your accounting system

Once Settings → Accounting is connected — which needs the Elevate plan — an Import from Xero button appears next to Add Tax Rate. (Creating and editing rates by hand, and the Margins card below, need no particular plan; only the import and the accounting mapping do.) It opens a dialog that creates Logistified tax rates from your Xero tax rates, pre-mapped so pushed bills use the exact tax type.

Pick whether to import them as Purchase or Sales rates, tick the ones you want (with “Select all” / “Deselect all” and a running count), and click Import N. Rates already imported show a grey imported badge and can’t be selected again. After the import, a summary lists each rate as Created, Already imported, or Failed.

Once accounting is connected, editing an existing rate also reveals an Accounting tax rate field — a searchable picker to link that Logistified rate to one specific Xero tax rate, with a Clear mapping (auto by rate) option to remove the link. Leave it unmapped and Logistified auto-matches by percentage when pushing a bill. Mapped rates show a small ”→ [Xero tax rate name]” line in the tax rate table; unmapped ones show “Auto (by rate).”

Margins & retail prices

If your retail prices include tax (for example prices that include 15% VAT), comparing them raw against your costs — which are tax-exclusive — overstates every margin. The Margins & retail prices card at the bottom of this page fixes that:

Margins use tax-exclusive retail prices — a toggle, off by default. While it’s off, margins use the retail price exactly as stored in Shopify (today’s numbers, unchanged).
Tax included in retail prices (%) — the tax percentage baked into your retail prices. With the toggle on, the rate must be above 0 (up to 100) to save — a 0% rate would change nothing.

With the toggle on, margin, markup, and gross profit divide the retail price by 1 + rate/100 before comparing it against cost. This applies to the margin columns on purchase-order, transfer-order, return-order, and supplier-stock-release line items, and to the margin family in Reporting.

So you always know which flavour of margin you’re reading, every affected column header gains an “excl. tax” suffix — for example Margin (Landed, excl. tax) on line items, or Margin % (Supplier cost, excl. tax) on a report — in the table, in CSV/XLSX exports, and on scheduled-report CSVs alike.

The setting only changes how margins are calculated: your Shopify prices are never modified, costs are unaffected, and the sales-based Gross Margin (365d, Shopify cost) column keeps measuring revenue as-is.

What’s not yet supported

Shipping tax rates — defined in the data model but currently hidden in the UI; only sales and purchase rates can be created today.
Per-line tax override on PO product line items. (Additional cost / discount entries already carry their own independent rate — see above.)
Time-bounded tax rates (start / end date).
Automatic VAT / GST inference from supplier country.