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How to charge a client for taxes on their invoice
How to charge a client for taxes on their invoice
Ash avatar
Written by Ash
Updated over 2 months ago

Depending on your industry, or which part of the world you operate in, you may need to charge a client the relevant taxes on their invoice. You can now add taxes as an expense to a client’s invoice by following these steps:

  1. From your dashboard, go to Clients and select the client by clicking on the View button.

  2. Click on the Take Action button and select Charge/Pay from the drop-down list.

  3. This will open an Add Accounting Entry box and you will need to click on Account type and select Expense.

  4. Add the amount of the tax on that particular invoice, for example if the client’s total is $200 and the general tax rate is 10% then you need to write 20 in the Amount box.

  5. Under Action, you select Add it to the next invoice.

  6. Under Notes, you can add some information on the tax, for example 10% VAT tax.

  7. Click on Send to add this to the invoice.

When you scroll down you will see this tax has been added as an additional charge to the invoice for this client now.

You can also view the invoices for a client by going to Accounting on your dashboard, and selecting Charge Clients. This will take you to a report of all current invoices where you can click on the View Invoice button and see the invoice that the client will receive.

Watch this demo video to see how you can charge a client for taxes on their invoice:


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