Resources

Where to Find Your Tax Settings

Click the settings menu (the three lines in the top corner), then open the Account Details tab. Scroll down to the Tax Rate section.

Setting Your Tax Rate

Enter whatever percentage applies in your region. For example, in New Zealand it's 15% (GST), while in the UK it might be 20% (VAT). Whatever you call it, just type in the percentage and Puree handles the calculations.

Including or Excluding Tax on Your Prices

You can choose how tax is applied across all your prices:

• Tick the box to include tax in all your prices across the board — your prices are tax-inclusive.
• Untick the box to exclude tax from your prices across the board — tax is added on as an additional charge.

Once you've set your rate and chosen your option, press Save Changes.

How It Displays on Quotes

Tax inclusive — when tax is included in your prices, the quote shows the tax that's already contained in the total. On a basic lunchbox quote, for example, you'd see a note that there's $75 of GST (or VAT) included in the prices shown.

Tax exclusive — when tax is excluded, it isn't shown on the individual price lines. Instead it's added on at the bottom of the quote as an additional charge, labelled with your rate (e.g. GST 15%).

Each Quote Remembers Its Own Setting

When you create a quote, it takes a copy of your current tax rate and your inclusive/exclusive setting, and then keeps that copy for good. If you later change either setting in Account Details, existing quotes are unaffected — only new quotes pick up the change.

This is deliberate: a quote you sent six months ago will always show the same figures it showed the day you sent it. But it does mean that if you switch the "Prices include tax" setting, any quote created before the switch still behaves the old way — including when it's sent to Xero.

How Your Tax Setting Reaches Xero

If you use the Xero integration, this setting travels with the invoice. When Puree creates the invoice, it explicitly sets the "Amounts are" field at the top of the Xero invoice:

• Prices include tax ticked on the quote → the invoice is created as Tax Inclusive. Xero treats the amounts as already containing tax and works the tax out from within them.
• Prices include tax unticked on the quote → the invoice is created as Tax Exclusive. Xero adds your tax rate on top of the amounts.

Puree does not set a tax rate on each line. It sends the totals and the inclusive/exclusive flag, and Xero applies whatever default tax rate is set against each income account in your chart of accounts (usually GST on Income). So the rate comes from Xero, and the inclusive/exclusive decision comes from Puree.

Important: because Puree sets "Amounts are" explicitly on every invoice it creates, this overrides the tax-inclusive default in your Xero organisation settings. That default only applies to invoices you create by hand inside Xero.

Troubleshooting: Xero Looks Like It's Adding Tax Twice

If your prices already include tax but the Xero invoice total comes out higher than the quote total, the invoice has been created as Tax Exclusive and Xero has added the tax again on top.

To check and fix it:

1. Open the invoice in Xero and look at the "Amounts are" dropdown at the top. If it says Tax Exclusive but your prices include tax, that's the cause.
2. In Puree, go to Settings → Account Details → Tax and confirm Prices include tax is ticked.
3. Remember that quotes created before you ticked that box still carry the old setting. Those are the ones that will send as Tax Exclusive.
4. If you have already-affected invoices in Xero, correct them there — changing the Puree setting does not rewrite invoices that have already been created.

If the box is ticked and it's still happening, get in touch at email@puree.app with the quote number and we'll take a look.