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# How to add tax details into an invoice

Accurate tax details on your invoices are essential for compliance with local tax regulations and for giving customers a clear picture of how taxes were applied to their order. Invoice Falcon lets you show the total tax amount, break it down by individual tax rates (e.g., VAT 10%, VAT 5%), and optionally exclude tax from the order total for regions where prices are tax-inclusive. These settings ensure your invoices meet the requirements for VAT, GST, sales tax, or any other tax structure your store uses.

### Open the Tax details settings

1. Open the **Invoice Falcon** app from your Shopify Admin.
2. Click **Templates** in the left navigation menu.
3. Click on the template you want to customize (or click **Edit** on the template row).
4. Scroll to the **Visual editor** section and click the **Open visual editor** button.
5. In the left panel, click the **Order total information** section to expand it.
6. Scroll past the **Order summary** and **Shipping details** sub-sections to find the **Tax details** sub-section.

|| Note: The Order total information section also contains Order summary, Shipping details, and Payment details sub-sections — those are covered in separate articles.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_19l1exx.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_a0u57q.png)
### Available tax detail fields

Each field has a checkbox to toggle it on or off. Check the fields you want to display, then click **Save changes**.

##### Order exclude tax

* When enabled, excludes the tax amount from the order total displayed on the invoice.
* Useful for stores in regions where product prices already include tax (tax-inclusive pricing). In this case, the total shown on the invoice reflects the amount the customer actually pays, and the tax row shows the tax that is already included — rather than adding it on top.
* When disabled (default), the order total includes tax as a separate added amount.
* **Off by default.**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_1hi6bsz.png)
| Tip: Enable this if your Shopify store uses tax-inclusive pricing (common in the EU, UK, Australia, and India). This ensures the invoice total matches the amount customers see at checkout.

##### TAX/VAT/GST

* Displays the **Tax** row in the order totals area, showing the total tax amount with the currency symbol (e.g., "Tax: $157.50").
* Below the total tax row, individual tax lines are listed with their name, rate, and amount — each indented for clarity (e.g., "VAT: 10% — $105.00", "VAT: 5% — $52.50").
* The tax line breakdown shows every tax that was applied to the order, making it easy to verify how the total tax was calculated.
* The label uses the translated text "Tax" (or the equivalent in your invoice language). You can change it to "VAT", "GST", or any other term in the **Labels** section of the Visual Editor.
* **On by default.**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_ythlvo.png)
##### Group tax lines

* When enabled, combines tax lines with the same name into a single row in the breakdown.
* Useful when an order has multiple items taxed at the same rate — instead of showing duplicate tax lines, they are merged into one combined entry.
* When disabled (default), each tax line from the order is listed individually.
* **Off by default.**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_1d0ylqw.png)
| Tip: Enable Group tax lines if your invoices show repetitive tax entries (e.g., multiple "VAT 10%" lines from different items). Grouping makes the tax breakdown cleaner and easier to read.

### Where tax details appear on the invoice

Tax detail fields appear in the **totals breakdown** section at the bottom of the invoice:
* **Tax total** — appears as a row below the shipping row and above the grand total, showing the combined tax amount.
* **Tax line breakdown** — individual tax lines are listed below the tax total row, each indented with the tax name, rate percentage, and amount (e.g., "VAT: 10% — $105.00").

* **Order exclude tax** — affects the grand total calculation rather than adding a visible row. When enabled, the total reflects the tax-inclusive amount rather than adding tax on top.

#### Enable or disable tax detail fields

1. In the **Tax details** sub-section, check or uncheck the fields you want to show or hide.
2. Review the live preview on the right — the totals area updates immediately.
3. Click **Save changes** at the top of the Visual Editor.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_wjw6e5.png)
|| Note: Changes apply only to invoices generated after saving. Previously generated PDFs are not affected.

### Troubleshooting

| Symptom | Likely Cause | Fix |
| ---- |
| Tax row shows $0.00 | The order is tax-exempt or the store has no taxes configured | This is expected for tax-exempt orders. Check your Shopify tax settings under **Settings** → **Taxes and duties** |
| Multiple duplicate tax lines in the breakdown | Different items have the same tax applied separately | Enable **Group tax lines** to combine duplicate tax entries into a single row |
| Tax total doesn't match expectations | The order may have mixed tax rates or tax-exempt items | Check the Shopify order details to verify the tax breakdown. The tax total is the sum of all tax lines |
| Grand total seems too high or too low after enabling "Order exclude tax" | The setting changes how tax is reflected in the total | Verify whether your store uses tax-inclusive or tax-exclusive pricing and set this checkbox accordingly |
| Tax label says "Tax" but I need "VAT" or "GST" | The default label is "Tax" | Change the label in the **Labels** section of the Visual Editor — update the **Tax** label field to "VAT", "GST", or your preferred term |

### FAQs

**Q : What is the difference between "Order exclude tax" and hiding the tax row?** 
A : Hiding the TAX/VAT/GST checkbox removes the tax row from the invoice entirely. "Order exclude tax" keeps the tax row visible but changes how the grand total is calculated — the total reflects the tax-inclusive amount rather than adding tax on top. Use "Order exclude tax" for tax-inclusive pricing; hide the tax row only if you do not want to display tax information at all.

**Q : Can I change the "Tax" label to "VAT" or "GST"?** 
A : Yes. Go to the **Labels** section in the Visual Editor and update the **Tax** label field to your preferred term.

**Q : Does the tax breakdown show shipping tax separately?** 
A : Shipping tax is included in the overall tax calculation by Shopify. Whether it appears as a separate tax line depends on how your Shopify tax settings are configured. If Shopify applies shipping tax as a distinct tax line, it will appear in the breakdown.

**Q : What does "Group tax lines" do exactly?** 
A : It combines tax lines that share the same name into a single entry. For example, if three items each have "VAT 10%" applied, instead of showing three separate "VAT: 10%" lines, one combined line is shown with the total amount.

**Q : Are all three fields off by default?** 
A : No. **TAX/VAT/GST** is on by default. **Order exclude tax** and **Group tax lines** are off by default.