Country, currency and tax rates

Two separate things share this page. Your country sets the currency symbol on every dollar figure in Flyra. Your tax rates are the percentages you can apply to line items on estimates and invoices. You need both right before you send anyone a bill.

1. Country sets your currency

On Settings > Organization, scroll to Country. Three buttons: United States ($), Canada (C$), Australia (A$). The selected one turns blue with a check.

This one choice drives your currency symbol, your address autocomplete, which tax fields appear above it, and which cities show in the timezone list.

Pick it before you invoice anyone. Switching later changes the currency on new documents while old ones keep the currency they were sent with, and reconciling that is nobody's idea of a good afternoon.

The Tax Configuration card

Further down the page. On a new account it reads "No tax rates configured. Add one to get started."

Rates you add here become options on estimate and invoice line items. Flyra doesn't guess your tax rate or look it up by address, so nothing is charged until you add a rate and apply it.

2. Add a rate

Click Add at the top right of the card.

3 and 4. Name it and set the percentage

3. Name is what prints on the document. The placeholder suggests "e.g., State Tax, VAT". Be specific, because you'll be picking it from a list later. "IL Sales Tax" beats "Tax".

4. Rate (%) takes the number only. Type 6.25 for 6.25%. Don't add a percent sign.

5. Create

Click Create. Tax rates save immediately and do not wait for the page's main Save button, which is different from every other card on this page. Worth knowing so you don't sit there wondering why Save is still greyed out.

Your rate list

The card now lists the rate with its percentage, plus edit and delete buttons on the row. Add as many as you need. Businesses working across county or state lines usually need several.

6. Credit card processing fee

A shortcut toggle at the bottom of the card. Turning it on adds a 3.4% rate to your list so you can pass card processing costs to customers who pay by card.

It only creates the rate. You still choose whether to apply it on a given invoice, and some jurisdictions and card network rules restrict surcharging, so check before you lean on it.

Tips and gotchas

• Tax rates save instantly, the rest of the page doesn't. Different behaviour on the same screen.
• Nothing is taxed automatically. Adding a rate makes it available. You apply it per line item.
• Name rates so you can tell them apart. You'll be choosing from a dropdown under time pressure.
• Country changes the tax fields above. Canada and Australia get a Tax Account Type dropdown that the US doesn't have.

Next up: Connecting Stripe