Automatic Taxes Now Available on Payment Links

Overview

We are excited to announce a significant enhancement to our Payment Links: Automatic Taxes! This feature allows business users to configure and apply automatic taxes during checkout for end customers in the USA, simplifying the payment process and ensuring compliance.

What’s New?

  • Configuration and Application of Automatic Taxes: Business users can now easily configure and apply automatic taxes on Payment Links. Simply navigate to your settings and enable the feature.
  • Subsequent Transactions for Recurring Products: Automatic taxes will also be applied to subsequent transactions, making managing recurring products more efficient.
  • Customer Address Requirement: For automatic taxes to be accurately applied, the payment link must capture the customer’s address.
  • Scope: This feature covers both one-time and recurring products.

Here’s a quick preview of the new capability:

Screenshot of SMBcrm settings page focusing on tax management

Online checkout page with filled payment and shipping details

Screenshot of CRM platform displaying order details

Important Notes

  • Availability: Automatic taxes are available only for transactions where the customer provides a valid US address.
  • Recurring Products: This feature also extends to recurring products purchased via Payment Links.
  • Usability: Automatic taxes can be applied to already created payment links.

How to Use It

  1. Navigate to Settings: Go to Payments -> Settings -> Taxes.
  2. Enable Automatic Taxes: Enter all required details to enable the feature.
  3. Live Payment Link: Go to any live Payment Link via the preview or copy link option, enter the US address details, and see automatic taxes applied instantly!

Stay on top of your payments and ensure a smooth checkout process with this new automatic tax feature. For more updates and detailed guides, visit our Product Updates page.


In Case You Missed It: Check out our recent article on Recap of Webinar Featuring New Features and stay informed about all the latest enhancements.

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