HubSpot Ideas

NFagundo

Lacking tax functionality in payments

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. 

11 Replies
Jnix284
Hall of Famer

automating taxes would be a huge time saver!

Shay_B
Contributor

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.: hereherehere .

 

 Sales Tax districtsSales Tax districts

jvveen
Participant

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)

JessieS
HubSpot Moderator

@JackCoopersmith +1 for a customer - any other alternative solutions here or plans to include a built-in sales tax capability for payment links? 

JackCoopersmith
HubSpot Product Team

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!

JessieS
HubSpot Moderator

Thanks @JackCoopersmith!!!

jperro
HubSpot Product Team

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. 

Ph7xSystems
Member

Don't forget the European union please. 

JackCoopersmith
HubSpot Product Team

@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?

GrumpyHippo
Participant

A relatively modest need compared to US state/county taxes etc, but ideally looking for the option to define a country level sales tax table for European countries. The applicable tax in payment links would then be determined by a lookup to this table on the customer defined billing country field.

Two things:
i) If the billing country returns an error in the lookup, tax = 0%

ii) Should be able to define whether pricing is inclusive or exclusive of tax and have the tax calcuate accordingly

JackCoopersmith
HubSpot Product Team

@GrumpyHippo is your company based in the EU? I think you'll like what we have up our sleeves over the next few weeks (!!!), feel free to DM me with a Hub ID(s) if you'd like early access 😉