Puree supports a default tax rate, different tax bands for individual charges, and inclusive or exclusive pricing on each quote. Online order forms and online menus can have separate pricing settings too.
Start with your account default
In Settings → Tax, set your tax name and percentage. Under How your prices work, choose Add tax to my prices or My prices already include tax, then select Save tax settings.
New quotes start with the account default. Existing quotes keep their saved setting until you change that quote.
Different charges can use different bands
With item-level tax enabled, create bands under Additional tax rates. Give each a name and percentage, then choose the appropriate Tax rate for your items, packages and staff.
A 0% band calculates no tax. The name is free text and does not determine the percentage. On a quote, Change beside a line’s tax label lets you choose its band without changing the item’s usual setting. Delivery can use its own band.
Tax on packages, bundles and options
A priced package uses the package’s tax band for its full price, including paid options. That band overrides tax bands on the items and bundles included in the package.
A bundle sold separately uses the bundle’s tax band for its full price, including paid options on its contents. Its contents’ individual tax bands do not apply. If the bundle is included in a priced package, the package’s band takes precedence.
Separately priced items outside the package or bundle keep their own bands. Override all tax bands on a quote takes precedence over all of these settings.
See Tax Rates for tax setup.
Change one quote
Expand Adjust quote tax and choose Includes sales tax or Excludes sales tax. Entered prices stay unchanged: excluding tax adds it on top.
For example, at an illustrative 10% rate, an entered $100 price totals $100 inclusive or $110 exclusive.
Turn on Override all tax bands to apply one band to every charge. Turn that override off to restore individual bands. Collapsing the section only hides the controls.
What the customer sees
The tax breakdown groups charges by band. Inclusive quotes explain the tax already in the total; exclusive quotes add tax before the final total. A 0% band shows a zero tax amount.
Online order forms have Use account default, Includes sales tax and Excludes sales tax choices for new orders. They explain the default treatment and mark different item bands with footnotes. Online menus offer the same pricing choices when displaying prices.
How this reaches accounting
The quote’s saved inclusive/exclusive choice controls the invoice’s pricing treatment in Xero or QuickBooks. Map Puree tax bands to the corresponding rates or codes in your accounting system.
Revenue mappings are separate: Xero uses chart-of-accounts mappings, while QuickBooks uses products/services. A band’s display name does not establish its accounting tax mapping.
If totals differ, check the quote’s pricing setting and band overrides, then compare mapped percentages. Changing the account default does not automatically rewrite existing quotes or invoices.
For the full setup, see Tax Rates, Connecting with Xero and Connecting with QuickBooks. For an overview of the new controls, see New tax controls: item tax bands, flexible quotes and online ordering.