Create and use taxes

In addition to adding one-time taxes to an invoice, payment link, or quote subtotal, you can add taxes to each product or service you sell by adding tax rates to your line items across , deals, invoices, payment links, quotes, and subscriptions.

Add multiple taxes to your tax library so you can make sure users have access to the taxes they need, and customers are quoted and billed correctly.

Add a tax rate to the tax library

Before you can start using tax rates on your line items, you need to set them up in the tax rate library. Tax rates added to the library will be available to all users. Before adding, make sure you have Super Admin permissions.

To add tax rates to the tax library:

Please note: taxes can’t be edited or deleted once created, but you can add multiple taxes to the tax library.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar, navigate to Objects > Products.
• Click the Tax rates tab.
• Click Create a tax rate.
• Enter the internal name, name, and rate.
• Click the Tax rate status dropdown menu and select Active or Inactive. Inactive taxes won't display to users when they are selecting a tax rate. Existing quotes, deals, payment links, invoices, and subscriptions will keep any archived tax rates.
• Click Save.

You can repeat the steps to add further taxes if needed.

Add tax to a line item

To add tax to a line item:

• Navigate to your quote, deal, payment link, invoice, or subscription.
• Click Select from product library or Create custom line item to add a line item.
• If the columns Tax rate and Tax amount aren’t displayed in the line item table, click Edit columns.
• Search or scroll through the properties and select the Tax rate and Tax amount checkboxes. You can re-order the columns by clicking the dragHandle drag handle next to the property you want to move in the right panel, and dragging it up or down to the position sought.

• Click Save.

• Click the Tax rate dropdown menu and select the tax rate you want to use for the line item.
• The Tax amount will update automatically.
• Under Summary, the one-time line item tax amount will be shown under Subtotal. Click the arrow next to Line item taxes applied to see the total amount applied.

• If adding a tax rate to a recurring line item, the tax amount will apply to the payment due now, and future payments, and will be displayed under Summary. Click the arrow next to Line item taxes applied to see the recurring line item tax.

You can use the Tax amount property in other tools such as lists, reporting, and workflows.