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Billing & Invoices

Set sales tax rates by state

Tell WaterMark each state's tax rate once, and every invoice - service, memberships, parts, and estimates - is taxed by the customer's own state automatically.

Where: Company settings -> Sales tax -> Set rates by state

  1. Open Company settings and find the Sales tax row.
  2. Click Set rates by state to open the tax rates screen.
  3. Add a state and its rate (for example, a percentage for the state where you do business).
  4. Repeat for every state where you have taxable customers.
  5. Save. From now on each customer is taxed at their own state's rate, resolved from their address.
Good to know
  • A state you do not list is taxed at 0% - never at another state's rate. So if a customer shows no tax, check that their state is on this list.
  • The rate applies to every kind of invoice: service, memberships, parts, and estimates.
  • If you only work in one state, you still add just that one rate here.