When you export invoices and credit notes from Stora into Sage 50, each line includes a tax code in Column I. This article explains what the default codes mean and how to change the tax code applied to a unit type in Stora.
Default tax codes on the Sage 50 export
Code | Meaning |
T0 | Zero-rated supplies |
T1 | Standard-rated supplies |
T2 | Exempt supplies |
These follow Sage 50's own default tax code scheme, so they'll match what you see under Settings > Configuration > Tax Codes in Sage 50 Accounts.
How to change a unit type's tax code
Go to Sites.
Select the site you want to update.
Click Edit Site.
Scroll to the Tax section.
Select the tax rate you want and apply it to unit types.
Click Update site.
Going forward, any transactions for units of that type will export with the tax code you've selected.
⚠️ Changing a unit type's tax code only applies to future transactions. It doesn't retroactively update anything you've already exported to Sage 50. To change the tax on an existing customer's live subscription, see Update tax rates on existing subscriptions.
How to add a new tax code
Go to Settings and select Tax.
Select Create a Tax Rate.
Enter the tax rate's details, then select Create Tax Rate.
Once created, the new tax rate is ready to apply to your unit types from the site's Tax section.
💡 You can edit some details of an existing tax rate from the same screen, but the percentage itself can't be changed once a rate is created. Create a new rate instead if you need a different percentage.