Sales Tax Setup Wizard

Before invoicing taxable work, open Settings → Sales Tax and launch the setup wizard from there. The wizard walks through:

1. Whether you charge tax at all.
2. Flat-rate tax you maintain manually or automated multi-jurisdiction tax via Stripe Tax (extra Stripe fees apply — see Tax Calculation).
3. Defaults applied to new service catalog rows.

Stripe Tax setup

If you choose Stripe Tax, the wizard will guide you through:

1. Connect Stripe — you need a connected Stripe account (see Connecting Stripe). During setup you'll create a full Stripe account with your own login and password.
2. Origin address & tax code — enter your business address (where services originate) and choose a default tax code for your services.
3. Activate Tax — log in to your Stripe Dashboard using the credentials you created during Stripe setup and activate Stripe Tax. If you already configured Tax during your initial Stripe onboarding, this step may already be done.
4. Verify — we run a live test calculation to confirm everything is working.

After setup

Edit per-service overrides in the Service Catalog when specific offerings need different tax treatment.

Related

• Tax Calculation
• Invoicing Basics
• Connecting Stripe