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How do I add sales or other taxes to an invoice?

When you sell items, or perform services for a customer, you will often need to add sales and/or service taxes to your invoices. ZipBooks gives you a simple way to do that.

Here’s how to add taxes to your invoices:

  1. Log in to ZipBooks and create your invoice.
  2. Find the Task or Item that you need to add tax to, and click on the cog icon (looks like a wheel) on the right side of the line.  
  3. A Line Item Options box will pop up. Click on Edit Taxes in the top right corner of the box. 
  4. Click the green +Tax button. Add the name of tax, the percentage rate, and any Number or ID associated with it. 
  5. Add as many rates as you need, then click the blue Save button.
  6. Click the cog icon again, and choose the taxes you want to apply in the dropdown menus at the top of the box. 
  7. Click the blue Done button.

That’s it! Now ZipBooks will calculate your taxes at the bottom of the invoice, under Subtotal.

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