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Taxes (for Invoicing)

In this section, you’ll configure which tax types (e.g., VAT) are applied on your invoices and define corresponding tax rates. Follow the steps below to enable tax types, add new rates, and save your settings.


Before Getting Started

If you connect DPO to an accounting software, make sure to use the same designations and account numbers as in the software to ensure a smooth export later.


If your book has a PSL integration, you must also create the taxes in DPO — using the Tax Account Code from PSL to ensure that the data is transferred correctly.


Step 1: Activate Taxes for Invoices


  1. Go to Administration → Taxes (for Invoices)
  2. Click on the pencil icon next to the desired tax type (e.g., "VAT")
  3. In the "Edit Tax Type" window, check the box "Use on Invoice"
  4. Optionally, you can mark the tax as mandatory and set the mode:
  • List: Predefined tax rates (e.g., 19%)
  • Free Tax Rate: Manual entry when creating the invoice
  • Searchable List


  1. Complete the step by clicking "Save"


Taxes are also applied to Expenses.





Step 2: Add Tax Rate

If you use the "List" mode, you can now define specific tax rates:


  1. Click on the small arrow next to the tax type to expand the options
  2. Select the plus symbol to add a new tax rate
  3. In the "Add Tax Rate" window, enter the following details:
  • Designation (e.g. VAT 7 % )
  • Tax Rate in %
  • Validity Period (optional)
  • Cost Account / Accounting Account


  1. Save the entry. The tax rate is now active and can be used when creating invoices


If taxes are not showing in the correct order, simply add 1, 2, 3, etc. in front of their names to force the order you want.






Any Questions?

Our support team is happy to help:

Email: support@digitalpurchaseorder.com

Phone: +1 888 376 7254

Or schedule a free demo – we look forward to hearing from you.

Updated on: 12/01/2026

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