We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome. We do plan to roll out to additional areas and removing the human error from any of our locations across the US where taxes are concerned would be a god send.
Please integrate an automatic sales tax feature into Hubspot quoting or Hubspot Payments so we can remain complaint with state and local tax regulations. We have been extremely please with Hubspot’s evolving services but the lack of sales tax nexus support is a growing concern that will quickly become a significant factor in our ability to fully leverage Hubspot. I’m happy to disucss this topic further and discuss ideas on incrimental features you could focus on until a complete solution is ready.
We can’t use HubSpot payments because there is no way to automatically calculate state and local taxes. We use Avalara to handle these calculations in our accounting system, but I don’t see any integration currently available between them and HubSpot, and nothing native to HubSpot yet.
Please allow the ability to connect with known tax systems such as Avalara, that will automatically calculate state-based tax for Hubspot Payments. Without an automated way to calculate tax, the Hubspot Payments tool can’t be used.
We need this badly, we are blocked from issuing Quotes and receiving payments if we can’t have US sales tax automatic calculation in HS somehow. Avalara integration would be fantastic.
At this point, it’s hard to see path in which tax is not a roadblock for us. We also use Avalara.
While searching for a solution to manage subscriptions and payments it was great to learn that HubSpot Payments was a potential option for us. Our project requires the ability to calculate state and local taxes across the US.
Would be great if HubSpot added this feature or an integration for this capability soon.
This needs to be attached to the invoicing program, quotes, and payments.
We must charge accurate taxes to remain compliant with the 12000+ jurisdictions in the US.
Here are my thoughts:
- I don’t think using an integration partner like Avalara should be a requirement to be able to use this functionality. Avalara isn’t absolutely required to get tax rates although I’m sure it streamlines the process somewhat and some customers use it.
- In the US, sales taxes may be owed at the metropolitan area/city, county, or state level. This can have an impat on the overall rate at state level, if there is a rollup of these.
- It is possible for an incorrect rate to have been applied on a given transaction or even multiple transactions OR tax rates may not have been setup for a new jurisdiction in time; so rates may need to be changed for multiple customers or invoices for a customer, or it may need to be dealt with just moving forward. A timeframe may be needed to be selected as to the scope of any changes due to rate changes and/or effective date of the rate.
This is the major shortcoming that prevented us from moving from Salesforce to HubSpot Sales Hub CRM in 2023.
We already use Marketing Hub. We chose to stick with Salesforce (for now) as we didn’t want to trust a 3rd party HubSpot implementation consultant that had never manually/custom integrated Avalara into HubSpot. We deemed it too important to take a chance. We decided to take a year to review how we use Salesforce CRM to ensure there are no other missing requirements.
As we understand it, Avalara is the one that needs to spearhead the project of integrating with HubSpot.
I have been reading support articles from 2020 to 2023 about adding a Tax functionality to Hubspot Payments. I am specifically looking at Payment Links. While you can manually add a fees and taxes as individual line items, there is no help in calculation, manual or automatic.
For small startups and SMBs this would be an immense value add and increase overall Hubspot engagement and usage.
automating taxes would be a huge time saver!
Sales tax in the US is ridiculous. Depending on who you are, where you are, what you sell, and to whom, you can be expected to collect something different at the state, metro, or even county level. And the laws also change all the time. I don’t expect hubspot to build a solution that tracks this themselves, but what should be built is a bridge to vendors like Avalera, TaxJar, and Vertex for some kind of integration.
Other threads on this have popped up in this forum before, e.g.: here, here, here .
Sales Tax districts
This should include
- VAT for every recuring payment, not only the first time
- determining right VAT depending on type of service and location of the buyer (similar to Stripe)
@JackCoopersmith +1 for a customer - any other alternative solutions here or plans to include a built-in sales tax capability for payment links?
As @Shay_B mentioned above, complex tax calculation for US taxes is certainly less straightforward than the VAT. While this is software and things can always change, here’s where we stand:
- Simple tax calculation will come in the next few weeks! This is where you can manage a tax library and then add taxes to specific line items
- Complex tax calculation will be a later this year project for us
We’re getting there and if you’re reading this and would like early access, don’t hesitate to reach out directly via community DM!
Thanks @JackCoopersmith!!!
Hi all - Joe from the product team at HubSpot and I wanted to make sure everyone was aware of a couple ideas to follow for updates:
- Tax by line item - currently in beta, this capability allows you to save tax rates and apply them to individual line items
- Automated tax - currently planned for delivery this capability will solve for automated tax in the US & Canada (to begin, with larger international support to follow)
I hestiate to combine this idea with these as the feedback is split equally between the two initiatives.
Don’t forget the European union please.
@Ph7xSystems have you checked out the new line item tax functionality? Does that do the trick for you folks? If not, mind if I ask why?