Add multiple tax rates to one item on any quote or invoice

Name each tax and set its rate once, in one list. Then add one or more taxes to any item on a quote or invoice, or to an expense you paid, and totals come out right.

Multiple taxes per item in CIPHER CRM
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Multiple tax rates in CIPHER CRM let you put more than one tax on one item of a proposal, estimate, 🧾 invoice or credit note, and record them on an expense you paid.

Every rate comes from one list you set once.

Each customer's tax number prints on their documents.

You name your own taxes, so every document shows the taxes you charge, the same way each time. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Definition

What are multiple tax rates on an invoice?

Multiple tax rates means a single line on a document can carry more than one tax at once. In CIPHER CRM you keep every rate you use in one master list, then pick the ones that apply to each line. Units of measure live in the same central place, so every document uses the same terms.

CIPHER CRM handles tax through a central master list. You set up each tax rate your business uses once, along with the units of measure you sell in, and every document draws from that list. On proposals, estimates, invoices and credit notes, a single line can carry multiple tax rates, so a line that is subject to two taxes shows both on the same line. Expenses support multiple taxes too, so the money going out is recorded the same way as the money coming in. Catalog items can carry default taxes from the same list, which means the right rates arrive with the item. On the customer record you store a tax label and tax number, and CIPHER CRM prints them on that customer's documents. Nothing is tied to one country's rules: you name your own taxes and set your own rates. The outcome is documents that show tax correctly and look the same whoever on your team made them.

Multiple taxes per item in CIPHER CRM
The problem

What happens without multiple taxes per item

Your software allows one tax per line, so any line with two taxes gets split into two fake lines or worked out by hand.

Each person types tax percentages from memory, and one wrong decimal changes the total on an invoice that has already gone out.

When a rate changes, you have to hunt through templates and old files to find every place it was typed.

Your customer's tax number has to be copied onto every invoice by hand, and sometimes it is missed.

Units are written as pcs on one quote, pieces on another and nos on a third, so documents look careless.

What slips without Multiple taxes per item
Capabilities

What you can do with multiple taxes per item

  • One master list of tax rates

    Keep every rate your business uses in one central place, so no one types a percentage from memory.

  • Several taxes on one line

    Apply multiple tax rates to a single line on a proposal, estimate or invoice, with no need to split it.

    quote builder software
  • Taxes on expenses too

    Record multiple taxes on an expense, so money going out is taxed the same way as money coming in.

    expense tracking software
  • Customer tax details printed

    Store a tax label and tax number on the customer record and they print on that customer's documents.

    customer management software
  • Units of measure kept central

    Manage units of measure in one list, so every document uses the same names for how items are counted.

  • Default taxes on catalog items

    Give a catalog item its usual taxes from the master list, and they come with it onto any document.

    product catalog software
Why CIPHER

Why multiple taxes per item are better in CIPHER

Most CRMs are built around one country's tax and one tax per line. We let you name your own taxes and stack as many on a line as it needs.

  • Any tax system

    You name and set your own rates, so the same workspace suits a business in any country.

  • Stacking is normal

    Multiple taxes per line is how the builder works, not a workaround with extra lines.

  • Documents and expenses match

    The same master list powers taxes on sales documents and on expenses, so both sides of the books line up.

How it works

How multiple taxes per item work in CIPHER CRM

  1. Set up your tax rates

    Add each tax your business applies, with its name and rate, to the central master list.

  2. Add your units of measure

    Enter the units you sell in, such as hours, pieces or kilos, in the same central place.

  3. Record customer tax details

    Enter each customer's tax label and tax number on their record so they print on documents.

  4. Apply taxes per line

    On a document or expense, pick every tax that applies to each line, one or several.

Compare

Multiple taxes per item: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Taxes per line As many as the line needs Extra columns and hand-made formulas Often one tax per line
Where rates are kept One central master list Typed into each file Sometimes per template
Taxes on expenses Multiple taxes per expense A separate sheet Varies, often a single tax field
Customer tax number on documents Printed from the customer record Copied onto each invoice Often a custom field you build
Units of measure Managed centrally, same names everywhere Whatever each person types Often free text
Country fit Name and set your own taxes Whatever you build Often shaped around one country
Multiple taxes per item

See multiple taxes per item in action

Set each tax rate once, then use it on any item in a quote or invoice and on the expenses you pay. Picking rates from a master list removes the typed-from-memory mistakes that force a resend.

Why it's worth it

What multiple taxes per item change for your business

See how CIPHER CRM solves this

Tax right on the first send

Picking rates from a master list removes the typed-from-memory mistakes that force a resend.

Clean lines, no workarounds

A line that carries two taxes stays one line, which is easier for your client to read.

Rate changes in one place

Update a rate in the master list instead of hunting through files and templates.

Professional, consistent documents

Customer tax details and the same unit names appear on every document your team sends.

Ready when you are

See multiple taxes per item on your own data

Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Multiple taxes per item frequently asked questions

FAQ

Multiple taxes per item - your questions answered

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Can I apply more than one tax to a line in CIPHER CRM?

Yes. On proposals, estimates, invoices and credit notes, you can apply multiple tax rates to a single line. A line that carries two taxes stays one clear line instead of being split or worked out by hand. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Where do I set up my tax rates?

Tax rates live in one central master list in your workspace, alongside your units of measure. You add each rate once with its name and percentage, and every document and expense picks from that list, so nobody types a rate from memory.

Does it work for my country's taxes?

Yes. CIPHER CRM does not assume one country's tax system. You name your own taxes and set your own rates, so the same setup works whether you charge a single sales tax or several different taxes on the same item.

Can expenses carry multiple taxes?

Yes. Expenses support multiple taxes, drawn from the same master list your sales documents use. There is also a tax-inclusive option on expenses, so you can type the total straight off a receipt and let CIPHER CRM work the tax out of it.

How does my customer's tax number get onto invoices?

Enter a tax label and tax number on the customer record once. CIPHER CRM then prints them on that customer's documents automatically, so no one has to copy the number across by hand or remember to add it to each invoice.

What are units of measure used for?

Units of measure describe how each line is counted, such as per hour, per piece or per kilo. Keeping them in one central list means every document uses the same names, instead of one person writing pieces and another writing pcs.

Glossary

Multiple taxes per item terms, defined

  • Tax rate

    The percentage of tax charged on a line, such as a sales tax at a set rate.

  • Master list

    One central list that every document and expense picks from, so values are never retyped.

  • Tax label

    The name a customer's tax registration goes by, printed beside their tax number on documents.

  • Stacked taxes

    Two or more taxes applied to the same line of a document or expense.

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