Why are invoices not reflecting taxes?

Three conditions must be met in order for taxes to appear on invoices. When one or more of these three conditions are not met, taxes are not included on invoices: 

1. Product must be marked Taxable.
2. Customer Account must not be tax-exempt.
3. Tax setting must exist for the corresponding geographical location (country, city, state, or zip code). 

Make Products Taxable

Steps:

1. Navigate to Menu > Plans & Charges > Products.
2. Click Edit for the desired Product from the Gear icon to edit the Product. 
3. Toggle Taxable On.
4. Select the appropriate Tax Code from the drop-down menu. If the tax code doesn't yet exist, skip to Create Tax Entry for Geographical Location first. 
5. Save when finished. 

Learn more about managing Products. 

Taxable Customer

Steps: 

1. Navigate to Menu > Customer Accounts.
2. Open the corresponding customer or create a new customer.
3. Ensure Tax-Exempt is not toggled ON. 
4. Save when finished. 

Learn more about managing Customer settings. 

Create Tax Entry for Geographical Location

Establish a tax for a specific country, state, city, or zip code. 

Steps:

1. Navigate to Menu > Setup > Taxes.
2. Click Add.
3. Enter a Tax Label which will be displayed in Invoices such as DC Sales Tax.
4. Enter a decimal to specify Tax Percent such as 5.75%.
5. Populate additional fields such as Country, State, City, and/or Zip where this tax is applicable.

Example: Two separate taxes are needed to represent the State of MD and City of Baltimore to account for both the State tax and City tax separately.

6. Toggle the Status to active (toggle appears green) when ready for use.

7. Save when finished.

Read more about establishing taxes.