Introducing: Tax Management

We’re excited to announce the release of a powerful new feature on Finli: Tax Management! This feature streamlines tax management with automatic calculations and application to invoices. You can easily designate taxable items and track collected taxes directly within the platform, making tax handling effortless for your business.

Keep your business compliant and organized while saving valuable time on tax-related tasks.

✨ Automatic tax calculations on invoices.

✨ Easy tax designation for items and customers.

✨ Comprehensive tax collection tracking.

Key Features:

🌟 Dedicated Tax Functionality: Manage all your tax operations seamlessly within Finli. Set up tax rates, configure rules, and handle exemptions—all from one intuitive interface.

🌟 Automatic Tax Application: Say goodbye to manual calculations! Our system automatically applies the correct tax rates to your invoices, reducing errors and saving time.

🌟 Smart Item Management: Easily designate items as taxable or non-taxable, and set up default tax rules to streamline your workflow.

🌟 Tax Collection Tracking: Monitor collected taxes in real-time and generate detailed reports for accurate financial records.

How It Works:

Track and Report: Access comprehensive tax collection data for seamless reporting and compliance management.

Set Up Your Tax Profile: Configure your tax settings, including rates and rules, based on your business location and requirements.

Manage Customer Tax Status: Easily designate customers as taxable or tax-exempt, ensuring accurate tax application on every transaction.

Apply Taxes to Invoices: Let Finli automatically calculate and apply the appropriate taxes for your taxable items and services.

State Tax Resources

Need help determining the correct tax rates for your location? Check out this resource to help you find out state-specific tax information to ensure compliance with local requirements. You should access guides, tax tables, and regulatory information to keep your business on track.

Unlock the power of automated tax management with Finli’s latest feature update!

Share on social

In this article:

Share on social

Want to do even more with Finli?

Sign up to unlock:

Want to do even more with Finli?

Sign up to unlock: