---
title: "Tax Profiles"
description: "Set up Tax Profiles that you can use and apply across different business transactions."
url: https://help.juan.ac/en/articles/9066655-tax-profiles
collection: "Configurations"
updated: 2026-07-25
language: en
---

# Tax Profiles

Set up Tax Profiles that you can use and apply across different business transactions.

## Q1. How do I add a new VAT profile?

-   Under **Settings > Configurations > VAT Profiles**
    
-   Clicking on **\+ New Profile** will add a new VAT profile.
    
-   The newly created VAT profile should show up in the list of VAT profiles.
    

![](https://staticfiles.gleap.io/ghelparticle/QNAB8tuXn6iFK064AHQx60dNAUagUIRYwkov4N0t1nuvZfW56kyYftljMrsvf2D28ooM0iztp1Q.png)

![](https://staticfiles.gleap.io/ghelparticle/Rm8zG2J1VeirDJt02S2hzkEQwKh6nS6AjSo5hMzl6WJ67MLeRlZrck17Az9ofgLK6pvzrIqWMEW.png)

## Q2. How do I edit a VAT profile?

-   Under **Settings > Configurations > VAT Profiles**
    
-   Click on the **menu (3 dots) on your desired VAT profile to edit**, and choose **Edit.**
    
-   Modify the fields (name, type or rate) as desired.
    

![](https://staticfiles.gleap.io/ghelparticle/Lg05M2zNKDpAuDoiNVhkphFmPxVRzKF3MXT1YvTQY9Wxg7YJrzEHxMkAfhlJqGO7gClLgaDAWBr.png)

![](https://staticfiles.gleap.io/ghelparticle/0LdAxIf1QZ13aVcBUxZGVj2307ViNyMdvF6Zmw96BROzPhQAd6DqWHuXikTSfW3F0YUe1vXavBT.png)

## Q3. How do I use a VAT profile?

Before using VAT profiles in business transactions, you must first adjust the transaction VAT settings under the transaction settings**.**

-   Choose between **VAT Included in Price** or **VAT Excluded in Price.**
    
-   After selecting either VAT included in Price or VAT excluded in Price, a new **Select VAT** field will appear.
    
-   You can choose from the pre-existing VAT profiles, or select profiles that were added in.
    
-   The tax amounts will then be updated accordingly, on the transaction total summary.
    

![](https://staticfiles.gleap.io/ghelparticle/ykndH77oBeRMMVytSiMcR42zW0AHGjwpR9wAt74a2LWj7AkzNewk9lPYCPTVnVJQDn9pPLc7Dbp.png)

![](https://staticfiles.gleap.io/ghelparticle/dmycM19mSRdDaSlMroYBK5IGx6tT8ZKK6AiRXrj3FKtrw9AmbVbjA2tZbCI8x5JoJJq6s2R1Zln.png)

![](https://staticfiles.gleap.io/gattachments/yfzX2QKsTQopgYsBFvYGEtQJmPRoW8iZpZ9aIspCdCU0ULbwghJByjNe1cWsUmo4sotwbsHiQJX.png)

## Q4. Can I use a VAT profile for shipping?

-   Yes, you can use a VAT profile for shipping.
    
-   For more information, refer to **How can I add VAT for shipping fees to my invoice?**
    

## Q5. What is a VAT type?

-   VAT Type refers to the categorization of the VAT profile.
    
-   This is pre-selected by Juan. New VAT profile types cannot be added in.
    

## Q6. Will changing or deleting the VAT profile affect existing data?

-   If you change the VAT profile via **Configurations**, the change will show up in any transactions that will make use of the VAT profile moving forward. Transactions already created will not be affected.
    
-   However, if the change is made on a transaction level, only the VAT profile for the transaction itself will be affected.