Tax zones

Tax settings in HLB let you create your own tax rates and decide how they apply to the products and services you sell. You manage them under Payments, Settings, Taxes.

To set up a manual tax rate, click Add Tax and enter a name, a rate and an optional description. You can create multiple rates and attach one or more of them to a product when you create or edit it. Attached rates then appear whenever that product is added to a checkout. Invoices work separately. When you create an invoice or edit a draft, click Add Tax next to a product and choose the rates to apply.

You can also turn on automatic taxes. When automatic tax is on, it takes priority and your manual rates act as a fallback. Automatic taxes use the nexus addresses you add and apply tax based on the customer's address. Nexus addresses are the countries where you collect tax, plus states or provinces for the United States and Canada. To use a manual rate in a specific place instead, you can turn off automatic tax or remove that location from your nexus addresses.

Pricing options

• Choose globally whether prices include tax or have tax added on top (tax added on top is the default)
• Override that choice on any product, or leave it following the global setting
• Set an optional default tax category, with product-level categories taking priority