State sales tax rates for all 50 states and DC, pre-loaded. InvoiceCast charges your home state's rate to customers there and no sales tax in states where you haven't registered, shows the tax on its own line, and locks it in so your records never shift under you. Local rates are yours to add — see below.
Each invoice's tax is worked out from your registrations and your client's location, with the reasoning shown. Switch any invoice to a formula of your choice; either way the breakdown travels with that invoice forever.
Add your business's state and each customer's. Your home state's rate applies to customers there; on Pro, add the other states where you are registered. Use a custom formula for your local rate.
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 give it to the customers it applies to. On Pro and Business, alongside registrations in other states.
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 charges sales tax in the states you tell it you are registered in — the registration and filing questions stay with you and your accountant.
Automatic tax uses the customer's state from their record, at the state rate. It does not look up local rates from an address — add those as custom formulas, and switch any invoice to manual when it needs something else.
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. Automatic tax charges your home state's rate to customers there and no sales tax in states where you haven't registered. On Pro, add the other states where you collect. You can override any invoice.
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 state rates from the registrations you enter 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.
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