How to Set Up Automatic Tax Calculations in Invoices

Modified on: Mon, 19 Aug, 2024 at 2:35 PM



Business user's can now create Invoices with automatic taxes.

TABLE OF CONTENTS


What’s New? 

Automatic taxes will be available when all products have:

  • Tax category attached to it or default tax category is configured in payment settings
  • Valid US state present for invoice contact
  • Valid postal code present for invoice contact

When Automatic taxes are configured for recurring invoices, they will be present on all invoices generated.

Also introducing new add tax modal which can be used to attach automatic taxes / manual taxes at invoice level, i.e. attaching tax to all products of invoice

Screenshot 2024-07-22 at 8
Screenshot 2024-07-22 at 8

How to Use it 

  • Go to Payments -> Settings - > Taxes
  • Enable Automatic Taxes -> Enter in all the details required
  • Enable automatic taxes on Invoices while creating it

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