How to Set Up Automatic Tax Calculations in Invoices
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Join Tina as she guides you through setting up automatic tax calculations for invoices if you're selling to the US market. Learn how to enable Automatic Taxes, select product categories, add states, and ensure you have the necessary customer data. Tina also demonstrates sending a tax-inclusive invoice and explains the prerequisites for seamless tax calculations across your sales forms, enhancing accuracy and reducing the workload for your accountant.
00:00 Introduction to Automatic Tax Setup
00:18 Enabling Automatic Tax Calculations
00:46 Setting Product Tax Categories
01:23 Customer Data Requirements
01:45 Creating and Sending an Invoice
02:08 Adding Items and Calculating Taxes
02:39 Recap and Benefits of Automatic Tax Calculations
02:53 Conclusion