Taxes

This topic describes how to configure and manage taxes in Rebilly.

Rebilly supports automated tax calculations internationally, using the location of your organization and the location of your customer. You may also manually adjust the taxes on an unpaid invoice. Taxes are calculated after an invoice is issued and taxes are recalculated on every invoice change. The shipping amount is added to tax calculations.

To use taxes in Rebilly:

  • Your organization must have an address configured. All required fields must be entered. The Region field is only required for US, Canada, and Australia.
  • Each invoice must have a delivery address if the invoice includes taxable products. All required fields must be entered. The Region field is only required for US, Canada, and Australia.

Manage tax calculation errors

To receive notifications if a tax calculation fails for an invoice:

  1. In the left navigation bar, click automation icon .
  2. Click Rules engine , then click Billing events .
  3. Click Invoice Tax Calculation Failed .
  4. Click Rule set , then in the top right of the screen, click Add rule .
  5. In the Rule name field, enter a unique name.
  6. Clear the Stop further processing checkbox.
  7. In the Actions section, click Add action and select Send email or Trigger webhook .
  8. Click Save .

If a tax calculation fails for an invoice, it will also be visible in the timeline on the invoice details page.

Manually adjusting taxes

To manually adjust taxes on an unpaid invoice or upcoming invoice:

  1. In the left navigation bar, click Data tables icon , then click Billing .
  2. Click Active subscriptions , or Unpaid subscriptions .
  3. In the Id or Invoice number column, click a subscription ID.
  4. On the upcoming invoice, beside Taxes , click Edit icon .
  5. Complete the form, then click Save .

TaxJar integration

Rebilly uses TaxJar to provide tax calculation. For information on additional TaxJar features, see TaxJar integration.