The platform allows you to add taxes to your products, invoices and estimates. Taxes update the total based on a % tax rate. They are also a good way to account for processing fees!

Creating a Tax

1. Go to Settings and select Billing & Invoicing.
2. Click on the Taxes & Tips tab.
3. Click the + Add Tax button to create a new tax.
4. Fill in the tax name, rate, and specify which items the tax will apply to.

Note: To add a new tax, simply click the + Add Tax button. If you'd like to remove a tax, click the more options icon and select Delete tax.
 

Applying a Tax to an Invoice/Estimate

Taxes are applied to individual line items in invoices and estimates.

1. To add a tax, click the ⋮ icon next to any line item on your invoice or estimate and select Edit.
2. Click on a Tax field. If you have previously defined taxes, they will appear in the dropdown for you to select.
3. Create a new tax if needed by selecting Add a new tax (the new tax you create will also be added to your account's list of taxes under Settings > Payments).
4. In the popup, enter a description for the tax and the tax rate.
5. Click Add.
6. The tax will be applied to the relevant item and update the total. Continue applying tax to as many items on the invoice/estimate as needed. You can add up to 3 taxes per item. 

Applying a Tax to a Product

1. Navigate to Settings > My Products.
2. Edit the product you want to add a tax to or create a new one.
3. Click on the tax dropdowns to add taxes to the product - you can add up to three. 
4. Create a new tax if needed by selecting Add a new tax (the new tax you create will also be added to your account's list of taxes under Settings > Payments).
5. Hit Save to save your changes.

When you next add this product to an estimate or invoice, the tax will automatically be applied: