Flexible Tax Management
Handle diverse tax requirements with ease. Set rates at the system, invoice, or item level so every invoice collects the right amount.
01 / Tax Management
What is tax on invoices?
Taxes on invoices are the mandatory government levies added to the cost of goods or services. Properly calculating and displaying them is essential for compliance and transparency, and it keeps the trust of your clients.
Whether it is VAT, GST, IVA, or sales tax, Invoice My Clients stores tax as a percentage you control at the system, invoice, or line level, so accurate invoicing collects the right amount every time.
- Set one default rate that applies to every new invoice.
- Override the rate on a single invoice when a client needs it.
- Apply specific rates to individual line items for full granularity.
- Works for sales tax, VAT, GST, and IVA across regions.
02 / Capabilities
Three levels of control
Flexible tax settings that match your business, from a single jurisdiction to mixed taxable and non-taxable invoices.
System level
Set a default tax rate that applies automatically to every new invoice. Perfect for businesses operating in a single jurisdiction where the rate is constant.
Invoice level
Override the system default for a specific invoice. When a client sits in a different state or country, adjust the rate for just that invoice without touching your global settings.
Item level
Apply specific tax rates to individual line items. Ideal for mixed invoices with both taxable and non-taxable goods, or items taxed at different rates.
Regional guidance
Built-in notes for U.S. sales tax, EU and UK VAT, and Mexico IVA, so you can model the percentage your advisor approves for each supply.
Inclusive or exclusive
Quote tax-exclusive and add tax at the bottom, or use inclusive pricing. Configure behavior that matches your contracts and local rules.
Clear on the PDF
Tax is calculated and displayed clearly on every invoice and PDF, so clients see exactly what they are paying and why.
03 / Process
How it works
Set your default rate
Add the tax percentage you use most as the system default in your settings.
Adjust per invoice
Need a different rate for a client in another region? Override it on that invoice without changing your global setting.
Refine by line item
For mixed invoices, set rates on individual line items so taxable and non-taxable goods are handled correctly.
Send with confidence
Totals and tax are calculated and shown clearly on the invoice and PDF, ready to send.
04 / FAQ
Tax on invoices FAQ
Is this VAT or sales tax?
The product uses a neutral tax percentage. You decide whether it represents VAT, GST, sales tax, IVA, or another levy based on your business and jurisdiction.
Does it calculate U.S. sales tax automatically by address?
You enter the rate that applies to each invoice or item. Automated rate tables by street address are not built into the core percentage fields, so use the rate your workflow or tax engine provides.
Can I show IVA for Mexico?
Yes. Set the percentage that matches your taxable base for the supply. Formal CFDI and SAT compliance involves additional steps outside a simple rate field.
Who is responsible for filing?
You and your tax professional. Invoice My Clients helps you present amounts clearly, but it does not submit returns to tax authorities. This is not tax, legal, or accounting advice.
Get every tax right, every time.
Set your rates once and let Invoice My Clients handle the math on every invoice.
Free to start. No credit card required.