Adding a Tax

Modified on Tue, 22 Apr at 9:45 AM

Have to collect taxes? You can create a tax from your Invoice Maker account dashboard to add to your invoices. 


Once you save a tax, it will be available to assign to any other invoices you create.


To create a tax from your dashboard, follow the prompts:

  1. Log in to your Invoice Maker account
  2. Click on Create
  3. Click on Tax from the dropdown menu
  4. Add your Tax Name and Tax Rate
  5. Click Save



To add a tax directly to an invoice, follow the prompts:

  1. Click on Make Invoice
  2. Add a Product to your invoice
  3. Click on the + Tax dropdown button next to the Product Description
    • From here, you can search and select a previously created tax, or create a new one (for the current invoice only)


You can update or delete your taxes anytime under your Invoice Maker dashboard's Items > Taxes tab. You can add multiple taxes to the same product, if applicable. Updates made to your saved taxes will only reflect on future invoices after the edits have been completed and saved. Changes to tax parameters will not update previous invoices created that include that Tax.


 

**It is the User's responsibility to verify any applicable tax rates to be imposed prior to adding to any invoice.

 

 

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