The new Hubspot payment is an awesome feature that we were super excited to use, especially since it allows for ACH payments. Unfortunately we realized it won't allow you to charge any taxes in your quote if you want to use Hubspot Payments. This is a vital piece that I hope gets added soon or we won't be able to use it. I had planned on integrating this with our website to make an easy checkout process when a customer places an order with us. We will continue having to use Stripe or Quickbooks in the meantime.
Hi all - Joe here from the HubSpot Product team. I wanted to take a moment and thank everyone for their candid feedback on this idea and to share where we are with this ask.
Specifically as it relates to the original need raised by @KNye -- the ability to include a one-time tax on a quote that will be paid via HubSpot Payments -- we have this item in our Q3 2022 plan and are actively working on it for a late Q3/early Q4 release. To be clear, this means that the current Quotes functionality which allows you to manually write-in a tax amount will be supported. Additionally, we'll also support one-time fees from Quotes.
I know others here have expressed a need for automated tax calculations due to the complexity of calculating tax by location. We're currently researching this problem and are considering it for our 2023 roadmap; however, at this time it is unplanned. I would encourage those that need automated U.S. sales tax calculation to create a new Idea so we can measure support for this need (note: while there is some related conversation in this idea, this is more focused on solving for non-U.S. sales tax). Thanks all for your patience and I hope to share more progress soon!
Keep all of this feedback coming folks! I'd be more than happy to reach out directly as we approach this functionality to get you all early access. If this is something that you all are interested in, go ahead and DM me with your email and Hub ID and you'll be hearing from me or someone else on the Product team later this year!
Appreciate the feedback here @KNye and @DSpiegel! There are a lot of reasons why we don't currently support taxes like this, mainly revolving around compliance, accounting/reconciliation, some of the reasons @DSpiegel listed above and many more.
All that being, this is very much on our product roadmap and it's something that we're likely going to be seeing towards the end of the year!
If you'd like to provide some more input as to exactly how you'd like this to work, I and the rest of product team would absolutely love to hear about it here if you'd be willing to share!
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