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Tax Categories: How to Create and Manage Them in PSOhub

Learn how to set up custom tax rates for use on contract lines in PSOhub

Published: 1 June 2026

Audience

  • Admin

  • Controller

Objective

This article explains what tax categories are in PSOhub and how to create, modify, and delete them so you can apply the correct tax rate to each contract line on a project.

Prerequisites

You must have Admin or Controller access in PSOhub.

What Is a Tax Category?

Tax categories allow you to define custom tax rates that can be applied at the contract line level of a project, overriding the default tax rate set in your Invoice Settings.

You can create multiple tax rates for different types of work or expenses — for example, a separate tax rate for each expense category. Tax rates are created in Settings and applied to individual contract lines under Accounting Details at the project level.

How to Create a Tax Category

Steps

  1. Click the Gear icon in the main menu to open Settings.
  2. Click on Financials. Select the Tax Categories tab.
  3. Click Add Tax category.
  4. Enter a Category name for the tax rate.
  5. Enter the Percentage for the tax rate.
  6. If you are integrating PSOhub with financial software, enter the corresponding Tax Code in the Tax Code (Financial Integration) field. Leave this blank if you are not using an integration.
  7. Select the correct Accounting Authorization from the drop-down menu.
  8. Click Save.

📌 Note: You can define up to 6 decimal places for a tax rate. Decimals are applied in full            when calculating tax at the contract line level and are rounded to 2 decimal places at              the invoice total level.

How to Modify a Tax Category

Steps

  1. In the Tax Categories list, click the tax category you want to modify.
  2. Update the name, percentage, or tax code as needed.
  3. Click Save. New invoices generated after the change will use the updated tax rate. Existing invoices are not affected.

How to Delete a Tax Category

Steps

  1. In the Tax Categories list, click the tax category you want to delete.
  2. Click Delete.

📌 Note: A tax category can only be deleted if it has not been used on any invoice. If the              category is in use, it cannot be deleted.

Result

Your tax categories are available immediately in PSOhub and can be selected at the contract line level under Accounting Details when setting up a project contract. Multiple tax rates allow you to apply the correct tax treatment to each type of deliverable or expense on the same project.

Next Steps

✅ Configure your Invoice Settings
Set the organization-wide default tax rate that applies when no custom tax category is selected. Invoice settings in PSOhub

✅ Set up expense categories
Define expense categories to use alongside tax categories for accurate expense reporting and billing.
Expense categories: How to create and manage them in PSOhub

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