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.
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@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!
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.
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.
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.
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.
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.
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 .
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)
How else are those of us who use Avalara supposed to move a quote to an invoice and and invoice to external accounting software with our taxes in place?
Currently doing extended (and frustrating due to limitations) integrations to implement a third-party subscrption tool entirley because HubSpot can't handle tax (yet). RevRech is complicated. Customer Service is complicated (because subscriptions are tracked in a yet another platform). Commissions are complicated. Any reporting across all of this is complicated. I really, really hope HubSpot and/or Avatax (or similar) makes this happen soon.
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!
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