Hello
It would be nice to be able to configure tax rate on products, so that, when adding line items, the default tax rate is added automatically after selecting the product from the product library
Thanks !
This is a GREAT idea.
Does HubSpot realize that now we have to add the tax for each line item, in each invoice, each quote and each deal, again and again?
This would be a huge help. As mentioned, we have to add the tax rate manually for every single line item! It’s a waste of time especially as all of our items have the same 10% GST tax rate for all of our services so it’s required on every line item.
Absolutely support this! When can you have it doen HubSpot?
We sell medical products and some have GST while others don’t, so we rely heavily on the product line settings coming across from our integration with MYOB EXO.
Would be great to set up specific taxes by product
@dataops2tonnes @IDaumas @BL3 @EBrown4 @Jeroen18 Came across this post and wanted to suggest an alternate approach. The issue with rate tables is they require constant manual updates. Tax rules change often, and most businesses don’t have someone monitoring them closely, which makes the “set it and forget it” approach risky.
Instead of trying to dictate the tax information manually inside HubSpot, the integration we built in the HubSpot marketplace, Sales Tax Powered by AvaTax, connects HubSpot to Avalara’s AvaTax engine so Avalara handles tax calculation for you. Here’s how it works:
- Map products: HubSpot product codes are mapped to Avalara tax codes so AvaTax knows what you’re selling.
- Map customers: Exempt customers in HubSpot are mapped to Avalara so AvaTax knows who qualifies. Since not all exemptions always apply the same way everywhere, Avalara tracks the nuances for you.
- Automated calculation: When a Quote is generated in HubSpot, AvaTax applies the right rules in real time based on current tax regulations, not an outdated rate table.
This means AvaTax automatically assesses both the product and the buyer in real time, keeps you more accurate, and reduces risk. It’s also more scalable, if someone on your team leaves, tax compliance doesn’t leave with them.
Hope that saves you a bunch of time!
Hi All,
My name is Brannon, and I am the current product manager for the Tax Rates table. I wanted to provide a brief update on this thread to share that we are actively working on an enhancement that will allow you to designate a tax rate as the default for your portal. This configuration will live at the tax rate level rather than the product level and is intended to address the need to avoid selecting tax rates on a per line item basis.
If you have any questions, please feel free to reach out to me directly at badlesh@hubspot.com.
Best,
Brannon
Any update @BAdlesh ?
We really need that for france and europe with our VAT
Hi all!
I know that this is an old thread, but I really felt the core of the problem.
That is why I’d developed a HubSpot app to workaround this issue.
I’m currently working through the process of getting it on the marketplace, but if you’re interested in joining the beta, do contact me. I got some slots left.
Cheers!
Hi everyone!
Updating the status of this idea, as we did release a feature that allows you to set a default tax rate. Here’s the update that Ethan shared on this post on April 27/26:
Hey folks - I’m happy to share that ability to set a default tax rate in the tax rate library is now live. We also support automated sales tax assignment for the US and Canada which automatically sets tax rate based on the buyer’s location. We’re also evalauting other regions as well.
When you choose a default rate in your Tax settings, it will automatically prefill the Tax rate property on new line items in deals, quotes, payment links, subscriptions, invoices, and credit memos, while still allowing manual overrides when needed.
This removes repetitive manual tax selection, reduces errors (especially in VAT regions), and helps teams move faster with more consistent tax compliance.