How to Set Up Automatic Tax Calculations in Invoices

Creating invoices in Stack just got easier with the introduction of automatic tax calculations. This feature ensures your invoices are accurate and compliant with tax regulations, saving you time and effort.

What’s New?

With Stack’s automatic tax feature, you can now:

• Attach Tax Categories: Ensure each product has a tax category, or set a default tax category in your payment settings.
• Verify Invoice Details: Make sure your invoice contact includes a valid US state and postal code.
• Recurring Invoices: Once set up, automatic taxes will apply to all generated recurring invoices.
• New Tax Modal: Use the new modal to apply automatic or manual taxes at the invoice level, affecting all products within the invoice.

How to Use Automatic Taxes

Follow these steps to enable and use automatic taxes in your invoices:

1. Navigate to Tax Settings:

   • Go to Payments > Settings > Taxes.

2. Enable Automatic Taxes:

   • Toggle the option to enable automatic taxes.
   • Fill in all the required details to configure your tax settings.

3. Apply Taxes to Invoices:

   • When creating an invoice, ensure the option for automatic taxes is enabled to apply them seamlessly.

By setting up automatic taxes, you ensure that your invoices are consistent and compliant, allowing you to focus on growing your business. Enjoy the convenience and accuracy of Stack’s tax automation today!