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How to Set Up Automatic Tax Calculations in Invoices

Updated over 6 months ago

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 set up for recurring invoices, they will automatically apply to every generated invoice.

Additionally, we’re introducing a new 'Add Tax' modal, allowing you to seamlessly apply automatic or manual taxes at the invoice level—ensuring taxes are applied to all products within an 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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