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Add a tax rate before you charge sales tax on quotes and invoices. Steps:
  1. Go to Settings > Tax rates and click Add tax rate
  2. Enter a Name, like “Orange County Sales Tax - 8.75%”
  3. Enter the Tax rate as a percentage, like 8.75
  4. Click Add tax rate
You can also add a rate from + Add tax rate in a location’s Default tax rate menu, or from the tax rate picker on a quote. What happens next: The rate shows up in the tax picker on quotes and invoices.
The name is the exact label your customers see on quotes and invoices. Include the area and percentage so it’s clear.
To apply a rate automatically, set it as the location’s default tax rate. See Location Management. Common issues:
  • Invoice shows the wrong tax label: The label comes from the tax rate’s name. Add a rate with a clearer name and select it.
  • Your tax rate changed: Add a new rate and use it on new quotes. Keep the old rate so past invoices aren’t affected.
  • Need state and local taxes listed separately: Each quote or invoice uses one tax rate. Create one rate with the combined percentage.