How to Set Up Automatic Tax Calculations in Invoices

Business users can now create invoices with automatic taxes.

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

How to Use it

• Go to Payments -> Settings -> Taxes

• Enable Automatic Taxes -> Enter all the required details

• Enable automatic taxes on invoices while creating it