Overview
What are Tax Codes?
Tax codes tell the system how tax should be applied to a transaction, such as an invoice, bill, allowance, or variation. They determine whether tax is charged, which rate is used, and how it’s reported. Using the correct tax code helps ensure accurate pricing and compliant tax reporting.
Regional Tax Code Differences
Australia - Tax codes are used for GST 10%
Common types:
GST – Standard 10% applies
GST Free – No GST charged
Input Taxed – No GST charged and no GST credits can be claimed
New Zealand - Tax codes are used for GST 15%.
Common types:
Standard GST – 15% applies
Zero-rated – 0% GST applies
GST Exempt – No GST applies
Connect Your Accounting Software
⚠️ You will need to link your accounting software before adding & syncing your tax codes.
Navigate to Settings > Accounting and Payments > Accounting Integration.
Once you’ve connected Xero or QuickBooks, your tax codes should be managed directly within your accounting software. This ensures a consistent experience across both JACK and your connected account.
If you make any changes to tax codes in Xero or QuickBooks, you’ll need to refresh your tax codes in JACK to keep everything in sync.
How to Migrate Tax Codes
💡You will not be able to sync with your accounting software until your tax codes have been migrated.
Click the Tax Codes button in the banner to migrate your tax codes, or navigate to Settings > Accounting and Payments > Tax Codes to manage your default rates.
Click 
to connect with your accounting software or 
to add a new tax rate. When adding a tax code, enter a name and use the toggle to set it as a default rate if required.
To add individual rates, click 
to enter the rate name, select a type from the drop-down, and enter the percentage. The effective rates will display as you enter. Repeat as needed, then click Save and Close.
Once your tax codes have been migrated and your default rates are set, you can sync your bills and invoices with your accounting integration.