Help

How do I handle sales tax on a US invoice?

Set your sales tax rate once in your business settings, then switch tax on or off for each line, for example labor without tax and materials with tax. tracks-it PDF does not work out state tax for you.

Details

•
Tax is shown separately above the total
•
Add your sales tax permit number if your state requires it on taxable invoices
•
You can mark a client tax exempt
Rules vary by state and sometimes by what you sell, so check yours with your state’s tax agency.

Questions and answers

How do I handle sales tax on a US invoice?

Set your sales tax rate once in your business settings, then switch tax on or off for each line, for example labor without tax and materials with tax. tracks-it PDF does not work out state tax for you.

Where do I see a sample?

The US invoice template page shows a real sample with labor untaxed and materials taxed.
5 free documents every month. No card needed.
This page is information, not legal or tax advice. Rules differ by country, state and province, so check yours with your tax agency or accountant.