How to Set Up Automatic Tax Calculations in Invoices

Modified on Sun, 27 Oct at 7:32 AM

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