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Knowledge Base/Payments/How-to add Taxes Overview

How-to add Taxes Overview

Last updated: May 26, 2026

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On this page

  • More Tutorials from the Community
  • How does the CRM incorporate Taxes into its workings?
  • What are some usage cases and benefits of this capability?
  • How to use the Tax Settings feature in Payments?
  • Step 1: Creating and Adding Taxes
  • Step 2: Managing and Using Your Taxes
  • Implementing Stripe Tax Management as a Workaround for SaaS Agencies
  • What are some usage cases and benefits of this capability?
  • How to use Taxes in SAAS Payment Links?
  • Set up tax rates in Stripe:
  • Apply tax rates to existing customers:
  • Apply tax rates for new customers:
  • FAQs
  • How do I handle tax exemptions for specific customers using the CRM Tax Settings feature or the SaaS workaround?
  • Can I use multiple tax rates with the CRM Tax Settings feature and the SaaS workaround?
  • What happens if a customer changes their location or billing address?
  • Can I apply taxes to one-time purchases using both methods?
  • How do both methods handle refunds?
  • Can I generate tax reports using both methods?
  • How do I handle tax changes or updates using both methods?
  • How does the CRM incorporate Taxes into its workings?
  • What are some usage cases and benefits of this capability?
  • How to use the Tax Settings feature in Payments?
  • Step 1: Creating and Adding Taxes
  • Step 2: Managing and Using Your Taxes
  • Implementing Stripe Tax Management as a Workaround for SaaS Agencies
  • What are some usage cases and benefits of this capability?
  • How to use Taxes in SAAS Payment Links?
  • Set up tax rates in Stripe:
  • Apply tax rates to existing customers:
  • Apply tax rates for new customers:
  • Tax rate precision and rounding
  • FAQs
  • How do I handle tax exemptions for specific customers using the CRM Tax Settings feature or the SaaS workaround?
  • Can I use multiple tax rates with the CRM Tax Settings feature and the SaaS workaround?
  • What happens if a customer changes their location or billing address?
  • Can I apply taxes to one-time purchases using both methods?
  • How do both methods handle refunds?
  • Can I generate tax reports using both methods?
  • How do I handle tax changes or updates using both methods?

In this folder

  • How-to add Taxes Overview
  • Using Apple Pay and Google Pay in order forms
  • Customize Email and SMS notifications for invoicing
  • How to manage Refunds within the CRM?
  • How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
  • Selling products on order forms with available payment providers
  • How to Send Confirmations After a Purchase/Order
  • List of countries and bank acquirers available with NMI
  • Manage payment methods displayed with Stripe integration
  • How to Streamline Payments with Automated Invoice Reminders
  • How to Add Recurring Products to Your Products List in Documents and Contracts
  • How to Implement Direct Checkout in Email Campaigns
  • How to Use the Manual Payment Method in Your Ecommerce Store
  • How to Use BNPL in Order Forms and Payment Links
  • How to Enable Editable Quantities in Payment Links
  • Multiple recipient support on Proposals and Estimates
  • Tax Inclusive or Exclusive Pricing
  • VAT FAQs
  • How to add and manage your customer's cards on file
  • What happens in case of a payment failure for a Subscription?
  • Tap to Pay
  • Automatic Taxes on Mobile
  • Invoices - New revamped UI
  • Bank-Only Transfers for Invoice Payments (SEPA & ACH)
  • How to Edit Recurring Invoices
  • How to View Invoices and Download Receipts in the Mobile App
  • Setting up QuickBooks Integration
  • Editing of Payment Schedules and Partially Paid Invoices
  • PDF Generation for Invoices and Receipts
  • Import Invoices Using CSV

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