State sales tax rates for all 50 states and DC, pre-loaded and ready to apply. Pick a formula once and InvoiceCast works out the breakdown, shows it on the invoice, and locks it in so your records never shift under you. Local rates are yours to add — see below.
Tax formulas are data, not settings buried in a preferences screen. You choose one per invoice, and the breakdown travels with that invoice forever.
Choose the state you collect for, or a custom formula that includes your local rate. Set a default so new invoices start with the right one already selected.
The engine applies the rate to the subtotal and shows the tax as its own line, separate from your subtotal and total.
The full breakdown is written onto the invoice. Change or delete the formula later and every invoice you have already issued keeps the numbers it was created with.
Every state-level rate is pre-loaded, including the five states with no sales tax at all. Canadian provinces and territories are included too, for cross-border billing.
Formulas carry the year they apply to, so an invoice is calculated against the rates labelled for its own tax year rather than whatever is current today. Historical invoices stay defensible when you are asked to explain them.
Sales tax appears as a distinct line with its own rate and amount, separate from the subtotal — so the document your customer receives shows exactly what they were charged and why.
The engine supports tax charged on top of another tax, applied in order — useful when you are modelling a combined state-and-local formula by hand.
This is how you handle county, city, and district tax: build a formula with your combined rate and reuse it. Available on Pro and Business.
The applied breakdown is stored on the invoice itself, not looked up at display time. Editing a formula changes future invoices only — it never quietly rewrites financial records you have already sent.
US sales tax is genuinely complicated, and software that pretends otherwise causes problems at filing time. Here is exactly where the built-in formulas stop.
The pre-loaded US formulas cover state rates. County, city, and district taxes are not included, and in states like Colorado, Louisiana, Alabama, and New York the combined rate your customer owes can be several points higher. Build a custom formula with your combined rate.
InvoiceCast does not decide where you have economic nexus, track thresholds across states, or file returns. It applies the formula you choose to the invoice you are creating — the registration and filing questions stay with you and your accountant.
Tax is not inferred from your customer's shipping address. You pick the formula, which means you stay in control of a decision that depends on facts only you have.
When a rate changes, apply the new formula going forward. Invoices already issued keep their original breakdown by design — that is a feature of a financial record, not a gap.
State-level rates ship with InvoiceCast and are labelled by tax year, so you are not maintaining a spreadsheet of state rates. Local rates are different: because county and city rates vary and change often, you add those as custom formulas on the Pro and Business plans.
No, and that is deliberate. The tax breakdown is written onto each invoice when it is created and stays there. An invoice you sent last year still shows the numbers your client received, which is what makes it usable as a financial record.
Yes. The tax formula is chosen per invoice rather than locked to your account, so you can apply different state or custom formulas across your customers from one account. Set whichever you use most as your default.
No — the built-in formulas are state-level only. Local rates vary by county, city, and special district and change frequently, so shipping them as defaults would be worse than not shipping them at all. Create a custom formula with the combined rate you actually collect.
The calculator is a quick one-off lookup — enter an amount, see the breakdown, no account needed. This is the same engine applied inside your invoicing: the formula is attached to real invoices, shown as its own line on the document your customer receives, and stored with that invoice permanently.
No. InvoiceCast applies the rate you select and shows the arithmetic. Whether a sale is taxable, where you have nexus, which combined rate applies, and what you owe at filing time are questions for you and your accountant.
Create a free account and send your first invoice with the correct breakdown in minutes.