In this article, VAT, Sales Tax, and Sales Tax/VAT are used interchangeably to refer to value-added tax or sales tax.
Salesbuildr supports multiple ways to calculate Sales Tax/VAT depending on how and where you do business whether you're operating locally or internationally, or serving tax-exempt customers.
This guide outlines how Salesbuildr handles tax calculations and explains the different configuration levels so you can set up Sales Tax/VAT in a way that best fits your business model.
🔧 Global Sales Tax/VAT Settings
Configure your global tax preferences under Admin > Financial > Taxes. You can choose one of the following:
Option | Description |
Do not calculate Sales Tax/VAT | Salesbuildr will not apply any tax calculations. |
Salesbuildr calculates Sales Tax/VAT | Salesbuildr calculates tax using the tax hierarchy described below. |
Your PSA calculates Sales Tax/VAT | Salesbuildr pulls Sales Tax/VAT values directly from PSA. |
⚠️ Note: Salesbuildr does not import VAT/sales tax settings from ConnectWise Manage at this time.
➕ Add VAT Rates
When you select Calculate Sales Tax in Salesbuildr, define the applicable tax rates as follows:
VAT/Sales tax Field | Description |
Name | e.g., Miami-Dade County Sales and Use Tax |
Percentage | Enter up to two decimal places (e.g., |
Code | Use the code from your accounting system or provided by your tax authority |
🏗️ Sales Tax/VAT Calculation Hierarchy
Salesbuildr uses a cascading hierarchy where each level can override the one above it:
Level | Overrides | Where to Configure | Details |
Product Type, Category, General |
| Set a custom tax rate or mark as tax-exempt based on VAT number. | |
Category, General |
| Apply default tax rates for product types like hardware (taxable) or services (non-taxable). | |
General |
| Define tax settings per category to streamline product-level configuration. | |
— |
| Set the global/default Sales Tax/VAT behavior for the tenant. |
Each customer is configured to use the tenant and/or product and/or category default tax rate. Based on e.g. location, you can manually update the applicable Sales Tax/VAT rate. Or, when a Sales tax/VAT number is present, you can mark a customer as 'tax-exempt'.
⚠️ Important Disclaimers
Disclaimer 1: If you are in doubt of which Sales Tax or VAT settings to apply, please consult with your tax advisor or CPA. Salesbuildr provides functionality to calculate Sales tax/VAT but will not provide advice, is not liable nor takes responsibility for the correct implementation and application of Sales tax and VAT in quotes or other data deriving from Salesbuildr.
Disclaimer 2: Salesbuildr calculates Sales tax/VAT per line item. This is the method as used by most accounting platforms available today. In the case that your accounting platform calculates Sales tax/VAT per the subtotal of an invoice, this may result in rounding differences of 1 to 3 cents per invoice total. Such rounding differences should be seen as the result of the method of calculation. Therefore such differences cannot be considered a calculation error, or bug.