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How do I set specific tax rates for each of my locations?

As an admin, learn how to customize the tax rate for each of your locations

Sarah L. avatar
Written by Sarah L.
Updated over a year ago

To set different tax rates for each of your locations:

  1. Click on Settings on the left-hand menu

  2. Click Features and select Invoicing

  3. Click on Tax and tap Manage location overrides

  4. Click on the Locations to customize invoicing details

  5. Click Set custom rate

  6. Specify the tax rate for this location, along with other invoicing details

  7. Click Save changes

Note: The organization tax rate will be applied for Users or Team who don't have a primary location saved under their accounts

Note: If an invoice is generated during a visit to another location with a different tax rate, the tax rate of the User or Team's primary location will be applied, and not the location they visit.

Need more info on Settings?

Take a look at this quick guide to dive deeper.
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