Add sales tax


This article applies to:

Add a sales tax template

  1. Click your profile icon and select Settings
  2. Click Products and services
  3. Click Taxes
  4. Click Create a sales tax or Add > Sales tax
  5. Enter a Sales tax name and Sales tax rate (%)
  6. Click Add sales tax


Apply sales tax to a products

  1. Click your profile icon and select Settings
  2. Click Products and services
  3. Click Edit
  4. Select Charge tax on this product
  5. Click + Add another sales tax
  6. Select an existing sales tax or add a new one
  7. Click Save

Please note: Sales tax will NOT automatically be applied to either Quotes or Checkout Forms. You would either need to add another product to your Quote or Checkout Form to include the tax amount, or you can attempt to collect after the completion of purchase.