Taxes are calculated automatically using the location of your organization and the location of your customer. You may also manually adjust the taxes on an unpaid invoice.
Configure your organization Your organization must have an address configured for taxes to work properly.
Configure your invoice Each invoice must have a delivery address if the invoice includes taxable products.
Note that taxes will be calculated only after an invoice is issued. After the invoice is issued, taxes will be recalculated on every invoice change.
View taxes in invoices Open any issued invoice with taxed products and you will see taxes applied:
Taxes will not be calculated if:
- Organization address has any of these fields empty: Country, Region (only for US, Canada, Australia), City, Postal Code.
- Customer’s delivery address has any of these fields empty: Country, Region (only for US, Canada, Australia), City, Postal Code.
- If Country is US and Region is different for Organization and Delivery Address.
Shipping amount will also be used for taxes calculation.
Taxes may also be set manually on an unpaid invoice. To do so, click the pencil icon next to the taxes line item on the invoice, and enter your desired tax rate and description. You may also add multiple tax lines.