Sales tax

Create sales tax rates, apply them to invoices and quotes, mark customers tax-exempt and see the tax collected on each payment.

Finli can add sales tax to invoices and quotes and show you how much tax was included in each payment. Finli doesn't decide which taxes apply to your business. Check with your tax adviser or state tax agency about what to charge.

Create a tax rate

1. Go to Pricing, then the Taxes tab, or select Create, then Tax.
2. Enter the Tax Name and the % Tax Rate.
3. Add a Description (Optional) for your own reference.
4. Turn on Apply to all invoices if you want this tax added automatically to taxable items on new invoices and quotes. Leave it off to add the tax by hand when you need it.
5. Save the tax.

Screenshot to add: the new tax dialog with Tax Name, % Tax Rate and Apply to all invoices

Mark products as taxable

Products are not taxable unless you turn on Taxable for them. To change a product, go to Pricing, open the product and switch Taxable on or off.

Taxes only apply to taxable items. On an invoice, you can also select Add Tax to apply a tax yourself.

Screenshot to add: an invoice with two taxes applied to one item and none to another

Tax-exempt customers

Customers are taxable by default. To exempt a customer, open their profile on the Customers page and change Tax Status to Tax-Exempt. Taxes aren't added to invoices for tax-exempt customers.

Screenshot to add: the Tax Status field on a customer profile

See the tax on a payment

1. Go to Payments.
2. Find the payment and expand its row.
3. The tax included in the payment is shown in the expanded details.

Screenshot to add: an expanded payment row showing the tax amount

Need help? Email support@finli.com.

Updated October 22, 2026