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.
@NShort good question on shipping! We do have a path for this, but you're correct to say that you cannot use the one-time fee adjustment because we currently do not support tax categories on those. Instead, to add a shipping line we recommend:
Creating a product (or adding a custom line item) with the name Shipping and assigning it the 'Shipping' tax category. We will validate that there is only one product included with the 'Shipping' tax category.
Additionally, note that at least one additional product or line item must be added
An important update for those that have been patiently following this idea. Last week, we moved automated sales tax into public beta since we now support all tools (Quotes, Payment Links, Subscriptions, and Invoices) and have improved our overall capabilities. We're continuing to take feedback and enhance this new solution, so please continue to share your experience!
If you haven't yet, you can join the public beta from within your account (and please note that if you haven't yet, you'll need to set up online payments before you'll be able to activate automated sales tax).
@ShelbyJoy yes, I do have an update! Apologies for not coming back to this thread sooner, but we have updated access in our current private beta to now support quotes, payment links, and subscriptions for automated sales tax in the US & Canada.
If you haven't yet, please request access to the automated sales tax private beta by following this link and clicking 'Request beta'.
@emileecrocker we are getting very close to having support for automated sales tax on quotes, payment links, and subscriptions. I'm hoping to share a new update next month where we'll have this ready for you to evaluate in the beta!
@Nathanhobbs we are thinking about expanding our offering to support more customers globally, for the UK specifically please make sure you vote up this idea.
@ecola I apologize for not updating my prior comment earlier, but yes we did expand to HubSpot payments in December. If you'd like access to the beta, you can request access under Product Updates in your HubSpot account or you can send me an email at jperro@hubspot.com - thanks!
Hello! I'm back with an exciting update -- today, we launched our private beta for automated sales tax on invoices. As this is our first release, please note there are a few limitiations:
Automated tax is only available to customers in the US & Canada (future country support tentatively in 2025)
Automated tax is availble to customers using our Stripe Payment Processing edit: and as of December 10th, available to HubSpot Payments
Automated tax is only available on Invoices currently (We are currently targeting Q1 to integrate automated tax into our remaining tools including Quotes, Payment Links, and Subscriptions)
Hi all - my name is Joe and I work on the product team at HubSpot focused on Commerce Hub. I want to thank you all for the feedback you've provided on this idea and the patience you've shown. I'm happy to share that this effort is officially planned and underway. While I can't share a concrete release schedule just yet, I hope to share news about a private beta before the end of the year.
Please stay tuned and follow/vote for this idea if you'd like to kept in the loop on future updates! Thanks!
@ecola I apologize for not updating my prior comment earlier, but yes we did expand to HubSpot payments in December. If you'd like access to the beta, you can request access under Product Updates in your HubSpot account or you can send me an email at jperro@hubspot.com - thanks!
We are deep in the weeds trying to export tax data from HS Invoices to Stripe. We use Stripe Tax for tax calculations in WooCommerce and would love to be able to use Stripe Tax to drive tax calcs in HS INvoices too. Or, at least, get HS tax data into Stripe so Quickbooks can read it.
@emileecrocker we are getting very close to having support for automated sales tax on quotes, payment links, and subscriptions. I'm hoping to share a new update next month where we'll have this ready for you to evaluate in the beta!
@Nathanhobbs we are thinking about expanding our offering to support more customers globally, for the UK specifically please make sure you vote up this idea.
@ShelbyJoy yes, I do have an update! Apologies for not coming back to this thread sooner, but we have updated access in our current private beta to now support quotes, payment links, and subscriptions for automated sales tax in the US & Canada.
If you haven't yet, please request access to the automated sales tax private beta by following this link and clicking 'Request beta'.
An important update for those that have been patiently following this idea. Last week, we moved automated sales tax into public beta since we now support all tools (Quotes, Payment Links, Subscriptions, and Invoices) and have improved our overall capabilities. We're continuing to take feedback and enhance this new solution, so please continue to share your experience!
If you haven't yet, you can join the public beta from within your account (and please note that if you haven't yet, you'll need to set up online payments before you'll be able to activate automated sales tax).
Curious how line item for shipping gets added once Sales Tax is turned on. When turning on Sales tax, Quotes eliminates the line item additions to Quotes?
@NShort good question on shipping! We do have a path for this, but you're correct to say that you cannot use the one-time fee adjustment because we currently do not support tax categories on those. Instead, to add a shipping line we recommend:
Creating a product (or adding a custom line item) with the name Shipping and assigning it the 'Shipping' tax category. We will validate that there is only one product included with the 'Shipping' tax category.
Additionally, note that at least one additional product or line item must be added
