How to Configure Business Profile, Invoices, and Tax Settings
Settings – Business, Invoices, Expenses & Tax
Navigate to: Dashboard > Settings > Account (/dashboard/settings/account)
Your settings define the defaults that power every invoice you send, every expense you log, and every report you generate. Getting these right upfront saves you from correcting details on hundreds of individual records.
Business Profile
Navigate to: Settings > Account (/dashboard/settings/account)
This is the data SparkyMinis uses to represent your business on all printed documents (invoices, proposals, reports).
| Field | Where it appears |
|---|---|
| Business Name | Invoice header, PDFs, tax reports |
| Business Logo | Invoice header (upload PNG or JPG, recommended 200×200px) |
| Address | Invoice footer, "Bill From" section |
| Phone & Email | Invoice footer |
| Website | Invoice footer |
| GST / VAT / Tax ID | All invoices and official documents |
| Home Currency | Default for all financial calculations |
| Financial Year Start | Determines YTD and annual report boundaries |
Fill in all fields accurately — especially GST number and address — as these are legally required on most tax invoices.
Invoice Settings
Navigate to: Settings > Account (Invoices section) (/dashboard/settings/account)
These are the defaults for every new invoice you create. You can override each one on individual invoices.
| Setting | What it does |
|---|---|
| Invoice Prefix | e.g., INV- — appears before the invoice number |
| Starting Number | The first invoice number. Useful if you're migrating from another tool. |
| Default Due Date | e.g., Net 30 — sets the due date automatically based on invoice date |
| Default Tax Rate | e.g., 18% GST — applies to all invoices by default |
| Payment Instructions | Bank name, account number, IFSC, UPI ID — appears on every PDF |
| Notes / Terms | Standard payment terms text — pre-fills the Notes section |
| Invoice Footer | Any additional legal or company text on the PDF |
Expense Categories
Navigate to: Settings > Account (Expenses section) (/dashboard/settings/account)
Expense categories define how you classify your spending. These appear in the Category dropdown when logging expenses and in the expense breakdown in Reports.
Default categories provided:
- Office Supplies
- Travel & Transport
- Software Subscriptions
- Meals & Entertainment
- Professional Services
- Equipment
- Marketing & Advertising
- Utilities
- Rent & Premises
- Miscellaneous
Adding a custom category:
- In the Expenses settings panel, click + Add Category.
- Enter the category name (e.g., "R&D", "Training", "Client Gifts").
- Optionally assign a colour for visual distinction in reports.
- Click Save.
Editing or deleting a category:
- Click on any category and edit the name or colour.
- Deleting a category does not delete expenses assigned to it — they move to "Uncategorised".
Tax & Compliance Settings
Navigate to: Settings > Account (Tax section) (/dashboard/settings/account)
| Setting | Description |
|---|---|
| Tax Regime | GST (India), VAT (UK/EU), Sales Tax (USA), or None |
| Tax Rate(s) | Default rate(s) — e.g., 18% GST; you can store multiple rates (5%, 12%, 18%, 28%) |
| Financial Year | April–March (India), Jan–Dec (Calendar Year), July–June (Australia), Custom |
| TDS Default Rate | For Indian professionals: the default TDS rate for new invoices (e.g., 10%) |
| Show Tax Number on Invoices | Toggle — some businesses prefer not to show GST ID on smaller invoices |
| Tax Calendar | Enable reminders for GST/ITR filing dates relevant to your region |
Integrations
Navigate to: Settings > Account (Integrations section) (/dashboard/settings/account)
Connect SparkyMinis with external tools:
| Integration | Purpose |
|---|---|
| Google Drive | Back up Vault files to a SparkyMinis folder in your Google Drive |
| More coming | Calendar sync, accounting software connectors are on the roadmap |
To connect:
- Click Connect on the integration card.
- Authorise via the provider's OAuth flow.
- Click Disconnect at any time to revoke access.
Security & Privacy
Navigate to: Settings > Security (/dashboard/settings/security)
| Setting | What it controls |
|---|---|
| AI Suggestions | Toggle AI features on/off (see AI guide for details) |
| Data Export | Download your data in CSV/JSON format |
| Delete Account | Permanently delete all account data |
Note: Password management is handled by your Google or Microsoft account (the provider you used to sign up). SparkyMinis does not store passwords.
Plans & Billing
Navigate to: Settings > Subscription (/dashboard/settings/subscription)
See the Plans & Upgrade guide for a full explanation of plan features and what happens when you upgrade or downgrade.