Before You Start
This feature is available only for non-integrated entities.
Make sure your accounts and contacts are already configured (added manually or via CSV upload) before applying tax overrides.
For non-integrated entities, Tofu supports account and contact names up to 200 characters.
⚠️Note: If you plan to export or import this data into another accounting system later, verify that system’s field length limits, as some may support fewer characters.
Step 1: Set Up Your Entity
Select or create an entity without integration (Xero/QuickBooks).
Go to Settings → Accounting → Tax Rates and add your preferred tax rates.
Upload and extract a document, then open it in Invoice Review.
Step 2: Apply and Validate Tax Overrides
Under the Tax Amount, use the pencil icon to enable or disable manual overrides after selecting a tax rate.
Click Save Draft and confirm the tax and totals update correctly.
Note: This functionality works regardless of whether the tax rate was added manually in the system or not.