Wix Invoices & Price Quotes: Adding Tax Types
2 min read
Add different tax types (e.g., VAT, state tax) so that they're easily accessible when creating a new invoice or price quote.
When creating an invoice or price quote, the tax type appears when you click the drop-down menu under Tax. You can also add a new tax type directly from this drop-down menu.
To set up taxes:
- Go to Settings in your site's dashboard.
- Click Invoices & quotes.
- Click Add New Tax in the Taxes section.
- Enter the Tax name (e.g., VAT, State Tax) and Rate (%).
- Click Save.
![A screenshot showing how to set your tax rates in the Settings section of the dashboard.](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/e9471e96-8e0a-4ac1-9fa6-02e99938bd27/2020/11/29/043d7f48-da7c-4e1d-88b4-22737bff6650/fd2042a5-73e5-435b-a062-36ab56610cec.png)
Tip: ![A screenshot showing how to set tax calculation and display when creating new invoices.](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/07/05/ca35c959-dda7-4e86-b012-2672bac4e663/318f5703-ebc7-4512-b0fd-360f94466b95.png)
![A screenshot showing the options to incliude or exclude tax from an item's price when creating a new invoice.](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/07/05/faa023cf-6ec8-43f6-9d6a-0c7cc1dfa63b/d5b8f424-b976-4efd-ac2a-e46f4a276d2d.png)
When creating a new invoice, you can set how taxes are calculated and displayed on the invoice.
Note: This feature is currently only available for Invoices, but not Price Quotes.
Note: This feature is currently only available for Invoices, but not Price Quotes.
- Hover over the tooltip next to Taxes and click Set tax calculations here.
![A screenshot showing how to set tax calculation and display when creating new invoices.](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/07/05/ca35c959-dda7-4e86-b012-2672bac4e663/318f5703-ebc7-4512-b0fd-360f94466b95.png)
2. Then select whether you want to Exclude tax from item price or Include tax in the item's price.
3. Click Save.
![A screenshot showing the options to incliude or exclude tax from an item's price when creating a new invoice.](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2024/07/05/faa023cf-6ec8-43f6-9d6a-0c7cc1dfa63b/d5b8f424-b976-4efd-ac2a-e46f4a276d2d.png)
4. Repeat steps 1-3 above for each item on the new invoice.
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