How is tax handled on quotes and invoices?
Tax in SnowTracker is a list of named rates, and each rate chooses which payment methods it applies to. That one idea covers the common realities: HST on card payments, different treatment for cash, and a registration number printed on invoices.
Add a rate under Settings → Billing & Payments → Tax
Hit Add tax rate, name it the way it should read on a checkout (e.g. HST), and set the percent (e.g. 13). New rates start enabled.
Choose which payment methods it applies to
Every rate has four Applies to switches — Card, Cash, E-transfer, Cheque. Leave Cash unchecked and cash payments skip that tax entirely; the customer’s checkout total recalculates the moment they switch methods. A rate applied to no methods never fires, and the form warns you.
What the customer sees
At checkout, the applicable rates for their chosen method show as a line like “HST (13%)” above the total (multiple rates combine into one “Tax” line with the summed percent). If nothing applies, no tax line appears at all.
Put your registration number on invoices
Your tax registration number (GST/HST, EIN, VAT) lives in Settings → General under Business → Tax ID. Set it once and it prints on your invoices.
Changing rates later
Disable or remove a rate and it stops applying to new quotes and invoices — existing finalized invoices keep the tax they were issued with.