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Tax schemes let you define the taxes your organisation uses — such as GST or VAT — in one place, including dated rate changes when legislation updates a percentage. Territory supply defaults reference a scheme; when you activate a product for a territory, Flip seeds supply prices that link to that scheme and derive their tax fields from it.

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Where to find tax schemes

Open Organisation settings and go to Finance → Tax schemes. The list shows each scheme’s name, tax type, current effective rate, status, and how many dated rate rows it has. Use the search box to filter by name, description, or ID.

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What a tax scheme contains

Each tax scheme is an organisation-level record for one tax instrument (for example, “Australia GST”).

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Dated rate rows

Each rate row defines how much tax applies during a date range: Date ranges within a scheme must not overlap. If you try to save overlapping ranges, Flip shows a validation error.
Tax type is set once on the scheme, not on each rate row. A scheme represents one tax instrument; rate rows only change how much is charged over time.

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Create a tax scheme

1

Open the add dialog

On the Tax schemes page, click Add tax scheme.
2

Enter scheme details

Provide a Scheme name, optional Description, and select a Tax type. Leave Active on unless you are preparing a scheme you do not want used yet.
3

Add at least one rate row

In the Tax rates table, set Valid from, optional Valid to, Rate code, and Percent. Click Add rate if you need multiple non-overlapping periods (for example, 10% until a legislative change, then 15%).
4

Save

Click Create. The new scheme appears in the list with its current effective rate.

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Edit a tax scheme

Click the row actions menu on a scheme and choose Edit. You can update the name, description, tax type, active flag, and rate rows. When you save rate changes, Flip inserts, updates, or removes rate rows as needed. Existing rate rows keep their IDs when you edit them in place.
Changing Tax type on a scheme does not rewrite tax lines already stored on product supply prices. ONIX export resolves tax type from the scheme at export time.

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Delete a tax scheme

You can delete a scheme only when nothing else references it. Flip hides Delete when the scheme is in use on:
  • Territories — as a default tax scheme
  • Territory markets — as a default tax scheme override
  • Product supply price taxes — on activated product territory supply prices
If delete is unavailable, reassign or remove those references first, or deactivate the scheme instead of deleting it.

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How tax schemes connect to the rest of Flip

Tax schemes sit at the top of a chain that flows into product pricing:

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Territory supply defaults

Territories (and optional territory market overrides) can set a default tax scheme. When you activate a product for a territory, Flip requires a default warehouse and default tax scheme to be configured. Activation then seeds:
  1. A product supply row (warehouse from defaults)
  2. A supply price row (amount left for you to fill in)
  3. A supply price tax row linked to the default tax scheme
The tax percentage and rate code on that line are materialized from the scheme’s effective rate for the price’s “as of” date — not looked up live on every screen load.

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”As of” date for rates

Flip picks the effective rate row using the supply price’s Valid from date when set; otherwise it uses today’s date. Example: a price with Valid from 2026-10-01 uses the rate effective on that date (for example, 15% GST), even if you view it earlier in the year.

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Impact when you change tax schemes

Understanding what updates automatically helps you plan legislative rate changes and territory setup.
There is no automatic mass-update when you edit master rate data. Existing supply prices keep their last materialized rate until something triggers a recompute (such as editing the price or its valid-from date).

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Worked example: GST 10% → 15%

Suppose you maintain “Australia GST” with:
  • 2000-01-01 to 2026-09-30 at 10% (standard rate)
  • 2026-10-01 onward at 15% (standard rate, open-ended)
Product activated in September 2026 — supply price has no Valid from → today’s rate (10%) is materialized. Price scheduled from October 2026 — you set Valid from to 2026-10-01 on the supply price → recompute materializes 15%. Existing October prices after you add the new rate row — they do not update by themselves. Users editing those prices, or a bulk refresh operation run by your team, rematerializes rates for the correct date.
1

Create tax schemes

Add one scheme per tax instrument (for example, “Australia GST”, “UK VAT”) with the correct tax type.
2

Add dated rate rows

Enter at least one non-overlapping rate period per scheme. Add future rows before legislative effective dates when you know them.
3

Configure territory defaults

On each territory (and territory market overrides where needed), set the default tax scheme along with warehouse, currency, and other supply defaults.
4

Activate product territories

When you activate a product territory, supply and tax lines seed automatically from those defaults.
5

Plan rate changes

When a rate changes in law, add a new dated rate row. Expect existing supply prices to pick up the new rate only when their valid-from date or a recompute aligns with the change.
Flip uses standard ONIX codes so tax data exports correctly:
Last modified on June 18, 2026