Frequently Asked Questions

How do I add Taxes to an Invoice?

As a business, you may or may not need to charge taxes on your products and services to report back to the government.

If you need to charge taxes, they are added on a line-by-line basis in FreshBooks. This means they need to be applied to each line item when you're creating the Invoice. Follow these steps to add Taxes to your Invoices:

  1. Head to the Invoices section
  2. Click on New Invoice in the top right
  3. Create your Invoice as normal - adding a ClientTerms, a Due Date and any additional Notes you or your Client may need
  4. Add an item to your Invoice. You can do this by clicking the + Add a Line which will appear when you hover over the Invoice
  5. Once a line has been added to the Invoice, you'll see an Add Taxes option under the Rate column:

    Add_Tax

  6. Clicking on this Add Taxes link will give you the option to add a Tax to your item
  7. Enter in the Rate and the Tax Name. The Tax Number/ID is optional: 

    Tax_Blank
     
  8. Once you've entered your Tax details, click anywhere on the Invoice and the Tax will be applied: 

    Tax_Total


Note: You're able to add up to two Taxes to each line item within FreshBooks.