Sales tax on a US invoice
How to show a sales-tax rate, a taxable line, and a tax-exempt sale on a US invoice. The rate is one you enter.
This describes how the Tallybolt invoice is filled in. It is general information, checked on 14 November 2026, and it is not tax advice. Rates and treatments change. Check the official guidance, or an accountant, before you rely on an invoice.
There is no single US rate
Sales tax in the United States depends on the state, often the city or county, and on what you sold. This invoice does not look any of that up. You type the percent you charge, and that one rate is applied to the lines you mark taxable.
A taxable line
Each line is quantity times rate. Sales tax is your percent of those taxable amounts. Leave Taxable unticked on a line that should stay out of the tax, such as a line your state treats as exempt.
A tax-exempt sale
Tick tax-exempt when the whole invoice should show no sales tax. The preview total then has no tax added. Keep the customer’s exemption details in your own records. The extra-label fields can print a certificate number, and that text does not change the total.
What to fill in
- Your business name and address, and an EIN if you want it on the page.
- The customer’s name and address.
- An invoice number, the date, and the payment terms.
- Each line, the sales-tax percent, the tax amount, and the total in dollars.
Whether you must register, collect tax, or file a return is outside this form. If the rate is unclear, check that state’s department of revenue, or an accountant, before you send the invoice.