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Adding Sales Tax to Invoices
Adding Sales Tax to Invoices

How to add sales tax and a tax rate to your invoices

Angela avatar
Written by Angela
Updated over a week ago

If you want Syncta to automatically include and calculate sales tax on your invoices, you can do so on the Invoicing Options page.

NOTE: This feature is only available for testing companies.

1. Select Administration from the navigation menu, and then select Invoicing Options.

2. On the Invoicing Options page, fill in the following:

  • Show Sales Tax: Select Yes to add tax fields on the Perform Test and Invoice pages.

  • Default Tax Rate %: If you commonly use one tax rate, set it here so you do not have to enter it on each invoice.

  • Select Taxable Checkbox By Default: If your invoice line items are typically taxed, select Yes to automatically check the Taxable box when adding Invoice Line Items on the Perform Test and Invoice pages.

3. Click Update Company Invoicing Options to save your changes. 

Now when you open a Perform Test or Invoice page, the following tax fields appear, which Syncta automatically calculates as part of the invoice's Total Amount

NOTE: Although the Tax Rate % automatically fills in the default tax rate you set on the Invoicing Options page, you can change it on the Invoice page anytime.

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