Invoices 2.0: New and Improved Tax Features

Taxes… with little exceptions, the vast majority of businesses globally have ongoing tax obligations. There’s collection, documentation, and remitting. Plus, a plethora of rules around tax deductions. It’s just the cost of doing business. But it’s a lot of work for a task that doesn’t directly improve your bottom line. Ways to speed up or improve these processes is a boon, which is why Invoices 2.0 completely overhauls its tax features. Our goal is to make your life a little bit easier when it comes to taxes. 

Basic Taxes have been a core stable of PDF Invoices since first launching in 2017. However, the single-tax rate restrictions and requiring tax-inclusive pricing meant these invoices were not suitable for many of our global users. By removing these restrictions in Invoices 2.0, we hope that automating invoices for Gravity Forms will be more accessible than ever!

Enhanced Tax Inclusive Pricing

“Tax Exclusive Pricing” enabled under the Tax section of the PDF settings

When setting up the PDF, we have renamed the “Basic Tax” feature to “Tax Inclusive Pricing”, which better reflects what this functionality does. If you’re in a country that uses tax-exclusive pricing, invoices now have full support for the Tax field in Gravity Wiz’s eCommerce Fields perk (more on that later).

Multi-Tax Rates Simplified ​

The standout features of this update is the ability to use multiple tax rates with tax-inclusive pricing. If you’re running a business where different products are taxed at different rates, or if certain products are exempt from taxes, you can easily set this up.

A web browser displaying a Custom CSS Class applied to the Field Settings of a product field, with an orange arrow pointing towards the section of the output PDF that contains multiple tax rates.

How do you apply different taxes to different Products? You can add a Custom CSS Class tax-{rate}-{label} to Product or Shipping fields in the Form Editor. The {rate} is a percentage between 0 and 100. While the {label} is the name of the tax (substitute spaces for hyphens).

For example, say most of your products have a rate of 5%, but one of the products you sell requires a 10% rate. You can add the CSS class tax-10-VAT to the appropriate Product fields in the form editor, and the invoice will override the default 5% rate set in the invoice settings. Or if you have a product that doesn’t include taxes, add the CSS class tax-0. It’s that simple!

Three orange arrows pointing to the following sections of the Invoice PDF: Invoice total, Unit tax, and multiple tax rates.

To support the multi-tax rate feature in the invoices, we relocated the rate from the Summary section (near the top) to the Subtotals section (below the line items). Each rate will be displayed alongside the name of the tax included. A new Unit Tax Column Label has been added, too, which replaces the Default Tax Rate label previously displayed in the line items table.

Discounts & Coupons

We’ve made significant improvements into how discounts are displayed when making use of Gravity Forms Coupon add-on, or the eCommerce Fields Discount field. Along with showing the discount in the subtotals section, you’ve got the option to group or itemize each discount applied. Great for coupon stacking, or when applying discounts to different products.

The "Itemize Discounts / Coupons" setting is enabled in the Extras section of the PDF settings, with an orange arrow pointing to the discount section of the Invoice PDF sample.

GravityWiz Your Taxes

Gravity Forms doesn’t have native tax support, and is why we created our tax-inclusive price feature in the first place. But many countries don’t include taxes in the product price, and instead add it separately. If this applies to your business, you’ll want to use Gravity Wiz’s eCommerce Fields Perk. This fantastic plugin includes a Tax field you can add directly to your forms, which can calculate and charge taxes on top of your product prices. You can set different rates by adding more Tax fields, applying a tax rate to specific products, and utilizing conditional logic. We ensured Invoices 2.0 has full native support for this perk.

Configuring the settings for the tax field in the eCommerce Gravity Perk with an orange arrow pointing to the tax section of the Invoice PDF output.

Ready to explore the new features?

If you’re already purchased a Gravity PDF Invoice, or have a Template or All Access Pass, you can download version 2.0 from your account page. To install it on your website(s), simply follow our premium template upgrade guide.

If you’re a new user, visit our online store to get started today. Here’s to simpler, more efficient invoicing! 🚀

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