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Administration

How to Set Up Taxes

taxes setup billing

How to Set Up Taxes

When to use this guide

Use this guide when you need to apply taxes to invoices based on your state, county, or service type.

Prerequisites

  • You must know your local tax rate (e.g., 6% Florida tax).

Step-by-step

Step 1 — Open Tax Settings

  1. Go to Administration → Company → Taxes.

Step 2 — Set State Tax

  1. Enter your state tax rate (example: 6 for 6%).
  2. Choose whether taxes apply:
    • To all services
    • Only to taxable services
    • Only to materials

Step 3 — Add County Taxes (Optional)

If your company operates in multiple counties:

  1. Click Add County Tax.
  2. Select the county.
  3. Enter county tax rate.
  4. Save.

Step 4 — Enable or Disable Taxes Per Invoice

You can allow:

  • Manual override per invoice
  • Automatic taxes for every invoice
  • Tax exemption for specific customers

Step 5 — Save Tax Settings

Click Save.

Common mistakes

❌ Wrong totals in invoices

  • Check if “Apply tax to materials” is enabled.

❌ Some invoices have no tax

  • Service might be marked as non-taxable in the Services module.

❌ County tax not applying

  • Property address might not match the county.

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