Free US sales tax invoice generator

There is no single national rule, since sales tax is levied by 45 states, the District of Columbia and thousands of local jurisdictions (Alaska, Delaware, Montana, New Hampshire and Oregon have no state sales tax). Most states require that tax be separately stated on the invoice or receipt rather than buried in the price, and that you keep the invoice as evidence of the tax collected. Beyond that, an invoice needs your name and address, a number and date, the customer’s name and address, a description of each item, the taxable amount, the rate and tax charged, and the total. Your sales tax permit number is required on the invoice in some states, so include it if your state asks.

Most states use destination sourcing: the rate is the combined state, county, city and special-district rate at the address where the customer takes delivery, which can range from 0% to over 10%. A few states (including Arizona, Illinois, Texas for in-state sellers and others) use origin sourcing. Tangible goods are generally taxable; most services are exempt in most states, though some (Hawaii, New Mexico, South Dakota, and specific services elsewhere) tax them broadly. Look up the rate for the delivery address on your state revenue department’s site and set it in the tax field.

Possibly. Since the Supreme Court’s Wayfair decision in 2018, a state can require you to register and collect once you cross its economic nexus threshold, most commonly 100,000 USD of sales into the state in a year (some states also or instead use 200 transactions, and several have dropped the transaction test). Physical presence such as an employee, inventory or a warehouse creates nexus too. Marketplace sales are usually collected by the marketplace. Check each state where you sell.

When the item is exempt, when the customer is exempt (a reseller with a valid resale certificate, a government body, or a qualifying non-profit with an exemption certificate) or when you have no nexus in the customer’s state. Keep the certificate on file: if you fail to collect tax and cannot produce a certificate, you owe the tax. Untick taxable on the relevant lines and note the certificate number in the notes.

Use your EIN if you have one. A sole proprietor without an EIN would otherwise have to give a Social Security number, which should never be printed on an invoice; get a free EIN from the IRS instead. Customers who pay you 600 USD or more in a year for services will ask for a W-9 so they can issue a 1099-NEC, and the EIN on your invoice should match it.

Yes. Everything you type stays in your browser. Nothing is uploaded or stored on our servers unless you create an account and save the document yourself. See our privacy policy for details.

USD, EUR, GBP, CAD, AUD, JPY, INR, PKR, MXN, NZD, ZAR, and SGD, each formatted correctly for its locale.

No. Everything runs in your browser. There is nothing to download or install.

Your invoice is carried straight into your new Invoice My Clients account. Your invoice arrives ready, PDF generated, so you can send it and get paid online. From there you can edit it, send it, track payment, and get paid online.

Yes. Your own business details, logo, currency, and payment information are saved on your device (in your browser, never on our servers) so you do not re-enter them next time, and your invoice number auto-increments from the last one you used. Client details, line items, and amounts are never saved. You can clear everything any time with the "Clear saved details" link above the form.

Yes. The same invoice generator is available in Spanish, with the document, the labels and the PDF in Spanish, at the "Español" link in the header.