How Do I Include Sales Tax On My Invoice?

How to Make Sure Sales Tax Is Applied to Your Invoices in PhotoBiz

Overview

PhotoBiz allows you to automatically apply sales tax to invoices created through the Quotes & Invoices tool. Sales tax is calculated based on your configured tax settings and the client’s address on the invoice.

This guide walks you through how to verify your tax setup and ensure sales tax is correctly applied to your invoices. By the end, your invoices will include accurate tax calculations based on your location rules.

STEP ONE

Log into your PhotoBiz account and click ECOMMERCE in the left-hand menu.

At the top of the ECommerce control panel, hover over PAYMENTS and click TAXES from the dropdown menu.

You will see a list of your existing tax lines. These determine how sales tax is calculated across your account.

If you have not created a tax line yet, you will need to do that first before sales tax can be applied to invoices.

👉 How To Add A Sales Tax Line

STEP TWO

Click on QUOTES & INVOICES in the left-hand menu.

STEP THREE

Click on the INVOICES tab at the top center of your screen.

STEP FOUR

Create a new invoice or open an existing one by clicking its Invoice Number.

STEP FIVE

Review the contact assigned to the invoice and confirm their address information is complete.

Sales tax is calculated based on the contact’s billing or shipping address. If required information is missing, sales tax will not appear on the invoice.

Make sure the contact includes a country and state. If your tax settings are based on county-level rates, the contact must also include a county.

If any of this information is missing, edit the contact and add the required address details. Once the address is complete, sales tax will calculate automatically on taxable items.

WHAT YOUR CLIENT SEES

When everything is set up correctly, your client will receive an invoice that includes:

A clear breakdown of all line items
Sales tax automatically calculated and added to the subtotal
A final total that reflects both items and applicable tax

Sales tax will only apply to items marked as taxable.

Additional Options or Helpful Notes

Sales tax settings in ECommerce apply across multiple areas of your account, including invoices, ECommerce orders, forms, and client galleries

You can create multiple tax lines for different locations, such as state and county taxes

Tax reports are automatically generated in your ECommerce settings to help with accounting and filing

💡 Pro Tip

The Sales Tax section in your ECommerce settings also generates tax reports to help with accounting!

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