Accounting · Taxes
Keep the tax details
with the transaction.
Manage tax rates and fiscal positions, track VAT and tax returns by period, and review payroll taxes. Cash basis reporting is available, and tax records can carry your own fields in Studio.
Talk to usTax information follows the underlying accounting documents and their reporting periods.
27 invoices taxed
Older invoices, or ones with no jurisdiction chosen, are grouped by rate as Unverified. Check those before you file.
Three lines to keep straight.
Rates, periods, and a clearer record.
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Rates your business charges
3 ratesactive in the sampleManage the tax rates used by the accounting workflow.
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Period visibility
Oct 20, 2026due for Sep 2026Review tax amounts and due dates in the Taxes surface.
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Related tax reporting
$4,812.00collected in Sep 2026Use the tax liability reports available for your workspace and fiscal context.
Figures are from the sample records above.
From a rate to a liability.
Keep the tax period connected to the transactions.
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Rate
6.00%
- Jurisdiction
- Virginia, Fairfax County
- Used for
- Sales · Standard rated
Review the setup
Check the rates and tax context used by your business.
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Period
Sep 2026
- Period
- Sep 01 to Sep 30, 2026
- Due
- Oct 20, 2026 · Filed
Keep transactions connected
Apply the configured accounting logic as business documents are created.
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Liability
$2,550.00
- Invoices taxed
- 14
- Taxable base
- $42,500.00
Review the period
Inspect tax amounts and reporting for the relevant dates.
$42,500.00taxable base×6.00%rate=$2,550.00collected Virginia, Fairfax County, Sep 2026
Your terms, your tax records.
Three examples of what a business changes in Taxes.
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A "Filing reference" field
Store the confirmation number from each filing next to the tax record.
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Your terminology
Use the words your accountant uses on the screens your team sees.
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Ask for the figures
Ask Agaro Agent to pull tax totals for a period before you meet your accountant.
Controls around Taxes.
Fields, roles, the Agent and your own modules. Where a plan applies, a badge says which.
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Fields and layout in Studio
Relabel and organise tax records, and add fields such as filing reference. Rates and calculations stay protected.
See Studio -
Roles and permissions
Every paid planDecide who can see, create and change taxes, down to records and fields, with custom roles.
See Users and Roles -
Agaro Agent
Ask about your taxes in plain language. The Agent asks before it changes a record, and it works within your permissions.
Meet Agaro Agent -
Your own custom modules
Scale and upWhen taxes needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
See custom modules -
App Builder
Every paid planBuild a website, document, slides or internal app next to your taxes, described in plain words.
See App Builder -
Open API and MCP
Scale and upConnect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
Read more: Why the ERP, not the AI, should calculate invoices, payroll and stock
Next to Taxes.
Three modules that Taxes works alongside.
- Accounting
Invoices
Create, send, and track invoices from your customer and catalog records. Email them with reminders, share a payment link, set payment schedules, issue credit notes, and run recurring invoices and subscriptions. Add custom invoice fields in Studio.
- Accounting
Vendor Bills
Capture vendor bills by hand, email, or PDF, post them, register payments, and review what remains payable. Add your own fields in Studio.
- Accounting
Reports
Profit and loss, balance sheet, cash flow, trial balance, ledgers, aging, budgets, cash forecast, tax liability, and year end reports, with CRM reports alongside. Follow a total back to the records behind it.