How to Automatically Calculate Sales Tax Based on Location in GoHighLevel

Business users can now automate tax calculations for their customers based on the address details provided at checkout and the type of product purchased.

This feature applies to all payments made through order forms (including membership course sales), online stores, invoices, and payment links. Taxes will be dynamically determined based on the customer’s state, zip code, and product category.

This works only if the business has enabled address collection during checkout or has a saved address in the contact details in case of payments being made on invoices. Do not forget to turn on address fields to make tax calculation work accurately.

This works dynamically only for people selling in the US. For other countries, we already support manual tax rates which can be directly attached to products and added to subtotal while checkout.

You can enable automatic tax calculations by navigating to Payments -> Settings -> Taxes and switching on the toggle. Businesses must specify the nexus addresses or states where they intend to collect taxes and set a default product tax category, which will apply to all products by default.

You can assign specific tax categories to individual products separately from the default category when creating or editing products under Payments → Products. Taxes apply to both one-time and recurring products, with a detailed breakdown of the tax amount available on the order details and transaction details pages.