Invoices (Basic): Add a Tax Rate
This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.
A tax rate is added either manually to each invoice you create or automatically by using a default one. And the default tax rate can also be used in your invoice templates.
Covered here:
How to Set Up Default Tax Rate
Go to Settings, Integrations, then Payments. In the Preference section, fill in the Default tax rate field, then click Save.
To find out how Default tax rate works with invoice templates, go here.
Once you’ve added the default tax rate, it’s applied to all new invoices when you select the Sales Tax checkbox. You’ll still be able to manually change the tax-rate amount if needed.
How Default Tax Rate Works With Invoice Templates
The default tax rate may be taken into account when creating custom invoice templates (read more on this feature in the article). This is how it works:
- If you have selected the Sales Tax checkbox but haven’t entered the tax rate, your default tax rate will be used with all invoices created via automation.
- If you have selected the Sales Tax checkbox, and then entered the tax rate, your entered tax rate will be used with all invoices created via automation (the default tax-rate setting is not taken into account).
- If you haven’t selected the Sales Tax checkbox, and then entered the amount, no tax rate will be used with all invoices created via the automation (the default tax-rate setting is not taken into account).
