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.

Setting up tax

  1. Go to Settings in your site's dashboard.
  2. Click Getting paid
  3. Click + Add New Tax in the Taxes section. 
A screenshot showing how to set your tax rates in the Settings section of the dashboard.
  1. Enter the Tax name (e.g., VAT, State Tax) and Rate (%). 
  2. Click Save.

Setting how taxes are displayed on the invoice

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. 

To set how taxes are displayed:

  1. Go to Invoices in your site's dashboard.
  2. Click Create New at the top right and select Invoice.
  3. Enter the relevant details, including products or services. 
  4. 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.
  5. Select whether you want to Exclude tax from item price or Include tax in the item's price.
  6. Click Save

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