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.
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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:
HoneyBook Tip: If you’re working in an invoice, make sure to toggle tax on and set the tax rate first!
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!