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< Invoices

How do I add Taxes on my Invoices?

If you are charging Taxes to your Clients, adding Taxes to your Invoices is easy. You can apply up to two Taxes per line entry on any Invoice, and Taxes can be added to any Item or Task that is taxable.

The total amount of Taxes will be displayed at the bottom of the Invoice, above the Balance Due line.

Below are steps for both Items and Tasks (time entries).



Creating Taxes

First, make sure you have Taxes set up inside your account. You can follow the steps here, or you can create the Taxes while working on your Invoice with these steps:

  1. Go to the Invoices tab
  2. Click edit next to an existing Invoice, or click on the New Invoice button to create a new Invoice
  3. Next to each line, there are two Tax columns. Click inside the first Tax column on any line entry or the one you want to apply Tax to
  4. A drop-down will appear, click on Edit
  5. An Edit Taxes pop-up will appear, you can add a Name, Rate and Number/ID for each Tax
  6. Edit_Taxes_Box

  7. Click on the Add another tax link if you need to add more
  8. Click Save to finish
  9. Now you can select the Tax of your choice to add to that line.


Adding Taxes To Items

  1. Go to the Invoices tab
  2. Click edit next to an existing Invoice, or click on the New Invoice button to create a new Invoice
  3. Select a Client, and add your line items as usual (if making a new Invoice)
  4. For the line item you want to add Tax to, click inside the first Tax column
  5. A drop-down of Taxes will appear. Select the Tax you want
  6. Add_Taxes_To_An_Item

  7. Repeat step 4-5 in the second Tax column if a second Tax needs to be charged as well
  8. Continue with editing the rest of your Invoice.

Note: If you have Items that always have Tax on them, you can go to the Invoices tab and click on the Items sub-tab. From there, you can edit any Item and assign Taxes to it. This will come up on the Invoice every time you bill that particular Item.


Adding Taxes to Tasks (Time Entries)

  1. Go to the Invoices tab
  2. Click edit next to an existing Invoice, or click on the New Invoice button to create a new Invoice
  3. Select a Client, and add your line items as usual (if making a new Invoice)
  4. Next to the time entry, click inside the Tax column
  5. This will trigger a browser pop-up asking you, “Do you wish to apply this tax to all time entries on this invoice?”
  6. Click OK to add Taxes to all your time entries, or click Cancel to only apply Tax to this one particular time entry
  7. Add_Taxes_To_A_Time_Entry

  8. Continue with editing the rest of your Invoice.

Note: if you select OK to the pop-up, this will automatically apply Taxes to all time entries on your Invoice, as well as on future Invoices for this particular Client.

If you no longer want Taxes to be automatically added to future time entries for this particular Client, select the Tax inside the Tax column for a line entry on an Invoice and click on the blank option.

A browser pop-up will appear asking you, “Do you wish to remove the tax from all time entries on this invoice?”. Clicking OK will confirm this and stop future time entries from having Taxes automatically added.

Remove_Taxes_From_A_Time_Entry