How to manually add taxes to products in Highlevel

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saas4agency.com

Understanding how to manually attach taxes to your products in HighLevel is crucial for accurate invoicing and smooth checkout experiences. Whether you’re selling B2C or B2B, correctly applying taxes ensures compliance with regulations and keeps your bookkeeping in order. This guide will walk you through the process of creating and attaching taxes to products, making them visible in invoices and on checkout pages of your funnels or websites.

Creating Different Taxes in HighLevel

To start, navigate to the payments section on your HighLevel dashboard. Follow these steps:

  1. Hover Over Payments: On the left sidebar, hover over the ‘Payments’ section.
  2. Go to Settings: Click on the ‘Settings’ option at the top.
  3. Create Taxes: In the settings window, look for the ‘Taxes’ section on the left. This is where you can create different types of taxes. You can also create new taxes directly within the product section.
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Example Creating a VAT

  1. Name the Tax: Let’s create a tax named “VAT.”
  2. Set the Percentage: For example, if you’re a European business selling B2C, set the VAT to 20%.
  3. Tax ID: Assign a tax ID, such as “123.”
  4. Save the Tax: Now the 20% VAT has been added.

Attaching Taxes to Products in HighLevel

Next, let’s create a product and attach the tax we just created:

  1. Go to Products: Navigate to the ‘Products’ section.
  2. Create a New Product: Click to create a new product and name it (e.g., “Demo Product 20%”).
  3. Add Description and Media: Fill in the product description and add any relevant media.
  4. Charge Tax on Product: Check the box to charge tax on this product.
  5. Select the Tax: From the dropdown menu, select the tax (e.g., VAT 20%) we created earlier.

Adding Multiple Taxes

You can also add multiple taxes to a product. For instance, if you need to add another tax, say a 5% VAT for Dubai:

  1. Create a New Tax: Go back to the ‘Taxes’ section and create a new tax (e.g., “VAT2”).
  2. Set the Percentage: Set the tax rate to 5%.
  3. Tax ID: Assign a new tax ID.
  4. Save the Tax: Add this new tax.
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Viewing Taxes in HighLevel Invoices

To see how these taxes appear on invoices:

  1. Add the Product to an Invoice: Navigate to the invoices section and add the “Demo Product” to an invoice.
  2. View Tax Breakdown: The taxes (e.g., 20% VAT and 5% VAT) will be listed individually on the invoice.

Viewing Taxes in HighLevel Checkout

To ensure taxes appear correctly in the checkout process:

  1. Add the Product to a Funnel: Navigate to the funnel section and add the “Demo Product” with the attached VAT.
  2. Complete Checkout Fields: Fill out the required fields and proceed to the next step.
  3. View Tax Application: The checkout page will display the applied taxes, showing the breakdown for each tax.

Coupons and Discounts in HighLevel

If you offer coupons, the tax will be applied to the discounted price. Here’s how to manage it:

  1. Create a Coupon: Go to the ‘Payments’ section, create a new coupon (e.g., “VAT Coupon”), and save it.
  2. Apply the Coupon: Add the coupon to your funnel and apply it. The tax amounts will adjust based on the discounted price.
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Automatic Updates in HighLevel

One of the advantages of setting up taxes this way in HighLevel is that any changes to the tax rates in your settings will automatically update across all products, checkout pages, and invoices.

Example: Updating or Deleting a Tax

  1. Update a Tax: Go to the ‘Taxes’ section, make the necessary changes, and save.
  2. Refresh Product Pages: All associated products and invoices will reflect the updated tax rate.
  3. Delete a Tax: If you delete a tax, it will be removed from all products and invoices automatically.

By following these steps, you can ensure that your taxes are correctly applied in HighLevel, keeping your business transactions accurate and compliant. This streamlined process will not only keep your bookkeeping in check but also enhance your customers’ checkout experience.

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