Set Up Sales Tax Records

Setting up the correct sales tax for the appropriate area can be confusing, and at times, a daunting task. For this reason, Service Autopilot has a system to help you through it. 

Note: This is not the only step to make sales tax appear on Invoices. For further information on sales tax settings for Invoices, click here

Add Sales Tax

To create a Sales Tax Reference or Sales Tax Group, follow these steps:

  1. Go to Settings > Sales Tax.
  2. Click Add Sales Tax.
  3. Enter details on the Add Sales Tax overlay. 


  4. Click Save.

Add Sales Tax Group

A sales tax group can be used to set up a group of taxes that are applied at once to a client’s invoice, streamlining the invoice rather than showing each tax individually. Clients will only see "sales tax” even though that tax may include several different taxes based on city, county, or even state laws. 

To add a Sales Tax Group, follow these steps:

  1. Go to Settings > Sales Tax
  2. Click Add Sales Tax Group.
  3. Enter details on the Add Sales Tax Group overlay. 

  4. Use the checkboxes to add taxes that are part of the group.
  5. When you're done, click Save.

If you work across state lines, you may need to set up a new Vendor for Sales Tax. To do this, go to Team > Vendors and click Add a Vendor. This will open a dialog that allows you to add a new state sales tax agency.

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