You can apply tax to your packages and items with just a few clicks!

PLEASE NOTE: In HoneyBook, tax is applied to specific goods and services. If you’re seeing the tax amount unintentionally showing $0, you’ll likely want to go through your file and check off tax for the appropriate packages/items by following the steps below.

Your account look a little different? You might have a different version of files! Smart files are still in beta, but they’re coming soon and offering more power and customization than ever. Join the waitlist to get access ASAP!

To apply tax to a package or item:

1. First, locate the package or item you’d like to apply tax to. You can do so in a package template, or in any file that contains services.

  • HoneyBook Tip: We recommend setting tax on a template level – that way, whenever you use the template, tax will already be applied to the package or item. You can always remove tax on a file-by-file basis.

2. Under the Tax column, check off the tax box to apply tax.

The view will be a bit different depending on where you’re working, but here’s the experience of applying tax in a package template:

Here’s the experience of applying tax to a package in an invoice:

Want to learn more?

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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