Sales tax handling
Sales tax is your responsibility, not Intellivizz CRM's. The platform helps you calculate and collect taxes, but registration with tax authorities, filing returns, and remitting collected taxes is on your business.
Tax calculation options
| Method | How it works | Best for |
|---|---|---|
| Manual rate per product | You set tax % on each product | Single jurisdiction, simple business |
| Stripe Tax (paid Stripe add-on) | Automatic per-jurisdiction calculation | Multi-state or multi-country sales |
| External integration (TaxJar, Avalara) | Connect via API for full automation including filings | High-volume or complex tax footprints |
Configure tax on a product
Open the product (Payments → Products → your product)
Set Tax Behavior: Inclusive (price already includes tax) or Exclusive (tax added at checkout)
Set tax rate (% or use auto-calculate if Stripe Tax is enabled)
Save
Sales tax responsibilities
Determine where you have nexus (the legal connection that requires you to collect): physical presence, employees, inventory, or sales volume thresholds
Register for a sales tax permit in each nexus state
Collect at correct rates (state + county + city, varies)
File returns periodically (monthly, quarterly, or annually depending on state)
Remit collected taxes to each authority
WARNING — Tax compliance varies wildly by jurisdiction
US: each state has its own rules. Service businesses in some states (e.g., New York) tax services; others don't. SaaS is taxable in some states, not others. Internationally: VAT/GST adds another layer. Don't try to figure this out alone — work with a CPA or use a tax automation service. Getting it wrong leads to back-taxes plus penalties.
Tax exemptions
Some customers are tax-exempt: nonprofits, government, resellers
Collect and verify exemption certificates before charging tax-free
Mark exempt customers in their contact record — invoices auto-skip tax for them
Retain certificates for audit (typically 4+ years)
