Learn Mokapen

Taxes

The Taxes page manages the organization's tax rates (VAT and similar): percentage, description, and which one is the default tax. You use them on products, services, quotes, and orders (line items and totals). It does not replace accounting software or Fatture in Cloud: it is Mokapen's tax-rate catalogue for commercial documents.

Path: Organization settings → Sales → Taxes card. For VAT calculations on quotes/orders also see the Quotes and Orders guides.

Who can access

• Owner — opens and manages the page.
• Adding a new tax rate — also requires a suitable Premium plan; otherwise the upgrade flow is shown.

Prerequisite: organization country

If General → Information is missing the country, the taxes page (and often the line-item rows in quotes/orders) will prompt you to update it first. The country determines the suggested standard rates and the "country default" rates that update with the catalogue.

Managing tax rates

The list shows: percentage, description, last-updated date. A globe icon on rates linked to the country indicates they are standard and may update with the national catalogue.

• New tax rate — (1) select an international standard from the catalogue, or (2) create a custom rate (percentage + title).
• Set as default tax — becomes the suggested rate when creating items/products.
• Edit / Delete — caution: deleting a rate used on products or documents may leave references that need review.

Where it is used

• Products and services — tax-rate field on the price.
• Quotes and orders — rate per line; net/gross totals and PDF.
• Opportunities — typically use amount and currency, not the org tax rates on the deal card.

If in a quote/order you cannot add line items because the country/taxes are missing, complete the country and at least one tax rate, then try again.

Integrations

With Fatture in Cloud you will map Mokapen tax rates to FC rates in the integration tab. Configure the catalogue here first, then the mapping on the FC side.

Tips

• Set the country + default rate (e.g. VAT 22%) before going live with commercial documents.
• Use country standards when they suffice; create custom rates only for special cases (exempt, internal reverse charge, etc. per your policy).
• Do not duplicate net/gross document logic here: that belongs in the Quotes/Orders guides.

Frequently asked questions

Q: Why does the page ask me to update the country?

A: Without a country in Information, Mokapen cannot suggest the appropriate fiscal standards. Go to General and save the country.

Q: What is the difference between Currency and Taxes?

A: Currency = EUR/USD and exchange rates. Taxes = VAT % on line items. Both are under Settings → Sales.

Q: Do I need a Premium plan to see existing taxes?

A: The page is Owner-accessible. Adding new rates typically requires a suitable Premium plan.