Understanding Tax for US Users

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings

When using Tradify in the USA, you can add tax rates as you go to line items to ensure your quotes and invoices are as accurate as possible.

 

Adding a Tax Rate on Tradify Web

To do this:

  1. Head to your Invoice or Quote.
  2. Where you add and edit line items, simply select the Tax Rate column.
  3. Where you would either choose the 6% sales tax or no tax, select Add New Tax Rate.
  4. Name your new tax rate and determine how much it is.
  5. Select Save when you're done.

Note: You'll still need to go to your settings to manage these. Check out Understanding Tax Settings In Tradify for more information.

 

Adding a Tax Rate on Tradify Mobile

The process is similar to how you'd do this on Tradify web. To do this:

  1. Head to your invoice or quote.
  2. In your line items, select the button to add a new tax rate.
  3. Name and define your tax rate.
  4. Save your new tax rate.

Note: You can't edit or manage these tax rates in Tradify mobile. 

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