Create a tax type
- web admin
BANA splits tax setup into two steps: first you create a tax type — a reusable label like VAT — then you attach it to each product’s variant with a specific rate. This guide covers the first step. Once the tax type exists, you’ll pick it on every taxable product as you add or edit it. You manage taxes from the web admin dashboard.
Before you start
- You’ve completed the account setup and are logged in to the admin dashboard
- You know the tax you need — in Vietnam this is usually VAT, but the same setup works for Excise and Environmental taxes
- You don’t need products yet — the tax type is a reusable label. You’ll attach it to products later, as you create or edit them
Navigate to tax types
Step 1: Open the tax type list
From the dashboard sidebar, expand Pricing and click Tax Type. The list shows every tax type you’ve defined. If you just finished setup, this list is empty.
Step 2: Click Create
Click the Create button in the top-right corner to open the tax type creation form.
Create your tax type
Step 3: Fill in tax type details
Enter the following:
- Name — the tax name staff and reports will see. Minh enters
VAT. The form has EN and VI tabs; fill at least one - Description — a short note describing the tax. Minh enters
Vietnam VAT. Don’t leave this blank — the form rejects empty descriptions even though the label doesn’t show a required marker - Status — set to Activated so the tax type is selectable when editing products
Step 4: Save the tax type
Click Save. BANA opens the tax type edit page and the type is now available to attach to any product’s variant.
What you created
You have one reusable tax type in your catalog:
| Tax type | Name | Status | Ready for |
|---|---|---|---|
VAT | Vietnam VAT | Activated | Any product variant that charges VAT |
The rate itself (e.g., 10%) isn’t set yet — that’s done per product, when you attach this tax type to a product’s variant. Creating the tax type is the reusable half of the setup; attaching it with a rate is the per-product half.
What’s next
- Attach VAT to every taxable product — open each product’s variant, scroll to the Tax section, click Add, and fill in the row with Tax Type
VAT, TypePercentage, Value10, and today’s Effective From date. Save, and repeat for every taxable variant. A dedicated walkthrough with screenshots is in draft (will link here once published). - Create more tax types as needed — for example, an Excise or Environmental tax type; repeat Step 1–4.
- Start selling — after you’ve attached VAT to your products, open the POS and try a sale to confirm the tax line appears on the cart and receipt.
Frequently asked questions
A tax type is a reusable label (like VAT). You create it once under Pricing > Tax Type. The actual rate (e.g., 10%) lives on each product's variant when you attach the tax — that way the same VAT type can carry different rates for different products or date ranges.
In Vietnam, VAT at 10% applies to most goods and services, so creating the VAT tax type up front saves you from doing manual math at the POS. If you don't need VAT tracking at all, you can skip this — but VAT invoices and tax reports will be empty for those sales.
No — create one VAT type. The rate is set per variant when you attach the tax, so the same VAT type can carry 10% on some products and 8% on others. Create separate tax types only when the tax itself is a different kind (VAT, Excise, Environmental), not when the rate differs.
Open the tax type from Pricing > Tax Type and change Status to Deactivated — existing tax rows on past orders keep working, but new product variants can no longer select it. If you need to remove it entirely and no product uses it, the list view's delete action removes it from the catalog.
Yes, that's a known issue in the current build: Description is required by the validator but the label doesn't render the required marker. Fill in any short note (e.g., 'Vietnam VAT') and the form saves.