Tax rate
The percentage applied to taxable lines for a given state. New workspaces start with a state-level rate for every US state.
In Solo Superstars
Under Settings › Tax rates. Edit a rate or add a local one; the invoice picks the rate for the customer’s state when that state is a nexus state.
Example
CA 7.25% seeded; you add "Oakland local 3.0%" for customers there.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- sales tax rate
Related
- Sales tax — Tax you collect from customers on behalf of a state and pass on. It is never your revenue; it sits as a liability until remitted.
- Sales tax nexus — A state where you have enough presence or sales that you must collect its sales tax. Set your nexus states and rates apply automatically.
- Tax-exempt — A customer or line item that sales tax does not apply to, such as a reseller with a certificate or a non-taxable service.