Automatic Taxes for Payment Links

July 30, 2024•1 min read

Business users now have the capability to configure and apply automatic taxes on Payment Links, providing a seamless tax calculation experience at checkout.

Scope and Applicability:

Applicable for both one-time and recurring products.
Ensures accurate tax application for subsequent transactions involving recurring products.

Requirements for Automatic Taxes:

Valid US state and postal code must be present for the invoice contact.
Each product must have a tax category attached, or a default tax category should be configured in payment settings.
Businesses need to enable address collection during checkout for accurate tax calculations.

How to Enable Automatic Tax Calculations:

Navigate to Payments -> Settings -> Taxes.
Enable automatic tax calculation.
Select nexus addresses/states for tax collection.
Define a default product tax category for all products.

Specify individual product tax categories when creating or editing products under Payments -> Products.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Back to Blog