> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Tax on Inspection Services: Set It Up and See How It's Charged

> Add sales tax to a service in Hive Inspect. Learn what the tax is charged on, how several taxes add up, where clients see it, and what happens to inspections that are already booked.

<p className="hive-locator">In the dashboard: <strong>Business Tools → Services & Fees → Edit a service → Taxes</strong></p>

## How tax works in Hive

* **Tax is set on each main service**, not for the whole company. Add it to every service you charge tax on.
* **The tax covers the whole order** of an inspection with that service: the base price, add-ons, modifiers, the urgent surcharge and lines you add yourself. Add-ons have no tax of their own.
* **Each tax is a percentage**, such as Sales Tax 6.25%. A service can have several taxes, such as a state tax and a county tax.
* **Tax is worked out by Hive** whenever the price of an inspection is calculated, and shows as its own line.

## Add a tax to a service

<Steps titleSize="h3">
  <Step title="Open the service">
    Click **Business Tools** in the sidebar, then **Services & Fees**. Click the pencil icon on the service, or **Add New Service** to make a new one.
  </Step>

  <Step title="Click Add Tax">
    Scroll to **Taxes** at the bottom of the page and click **Add Tax**. The taxes the service already has are listed here.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/YpY_NFdOcaSk1wyF/images/how-tos/taxes-section.png?fit=max&auto=format&n=YpY_NFdOcaSk1wyF&q=85&s=f0f8893f5e8c7fbd3805d297eda4dc36" alt="The Taxes card: Configure taxes that will be applied as a percentage of the service total. One tax is listed, Sales Tax 6.25%, with edit and delete icons, and there are Add Tax buttons at the top and bottom" width="1564" height="508" data-path="images/how-tos/taxes-section.png" />
  </Step>

  <Step title="Name the tax and enter the percentage">
    <img src="https://mintcdn.com/hiveinspect-43c85ed1/YpY_NFdOcaSk1wyF/images/how-tos/taxes-form.png?fit=max&auto=format&n=YpY_NFdOcaSk1wyF&q=85&s=bcbe2d8d332b45b6c4b9cffbcf5d05b4" width="420" alt="The Add New Tax dialog: Configure a tax that will be applied to this service. Tax Name County Tax, Percentage 1.5 percent, and the buttons Add Tax and Cancel" data-path="images/how-tos/taxes-form.png" />

    | Field | What to enter |
    | - | - |
    | **Tax Name** (required, up to 50 characters) | The name clients see on the price breakdown and the invoice, such as **Sales Tax**, **HST** or **County Tax**. |
    | **Percentage** (required) | The rate, from 0 to 100, such as **6.25**. Hive keeps two decimal places. |

    Click **Add Tax**.
  </Step>

  <Step title="Check it saved">
    On a service you are **editing**, the change saves on its own a moment later, and the **Service Preview** on the right lists the tax under **Taxes**. On a **new** service, click **Save Service** at the bottom of the page.
  </Step>
</Steps>

To change a tax, click its pencil icon. To remove it, click the trash icon and confirm.

<Note>
  Hive keeps two decimal places, so a rate of 8.875% is saved as 8.88%.
</Note>

## What the tax is charged on

Hive adds up every line of the order before tax and charges the tax on that total:

* the main service's base price
* its modifiers, such as square footage or distance
* add-ons and their modifiers
* the urgent request surcharge
* lines your team adds with **Edit Price or Duration**, such as a trip fee

Discount codes come off before the tax is worked out, so the client never pays tax on money taken off. See [Discount codes and tax](#discount-codes-and-tax).

Each tax is rounded to the cent.

### Example

Home Inspection \$400, square footage \$75, Radon Testing \$150, and a 6.25% Sales Tax:

| Line | Amount |
| - | - |
| Home Inspection | \$400.00 |
| Square Feet | \$75.00 |
| Radon Testing | \$150.00 |
| Sales Tax, 6.25% of \$625.00 | \$39.06 |
| **Total** | **\$664.06** |

### Several taxes on one service

Each tax is charged on the same total before tax. Taxes aren't charged on each other.

For example, a State Tax of 4% and a County Tax of 1.5% on a \$500 order are \$20.00 and \$7.50, so the total is \$527.50.

## Where tax shows

<Tabs>
  <Tab title="Your team">
    The **Pricing Summary** on the inspection shows each tax as its own line, marked **tax**, after all the other lines. The **Total** includes it.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/YpY_NFdOcaSk1wyF/images/how-tos/taxes-pricing-summary.png?fit=max&auto=format&n=YpY_NFdOcaSk1wyF&q=85&s=3348eb68ac4ee4a63b0eec7957017ee0" width="460" alt="The Pricing Summary of an inspection: Home Inspection base $400.00 3 hrs, Radon Testing x 2 addon $300.00, Radon Testing: Number of Units modifier $100.00, Sewer Scope addon $175.00 1 hr, Square Feet modifier $75.00 30 min, Number of Units modifier $150.00 1 hr, Sales Tax tax $75.00, and a Total of $1,275.00 and 5.50 hrs" data-path="images/how-tos/taxes-pricing-summary.png" />

    The tax isn't part of inspector pay splits: payouts are based on the services billed before tax.
  </Tab>

  <Tab title="Your clients">
    * **Online scheduler and quote widget:** the **Estimated Total** doesn't include tax. Tax is added when the inspection is booked.
    * **Your public company page:** services with a tax say **plus tax** next to the price.
    * **Inspection review link:** the **Pricing Summary** shows each tax as its own line with its name and percentage. The **Total** includes it.
    * **Invoice and payment:** the invoice shows the tax as its own line, and the amount the client pays includes it.
    * **Agreements and emails:** the `{{{inspection_price}}}` placeholder is the total, tax included. `{{{inspection_price_breakdown}}}` lists the main service, add-ons, discounts, fees and each tax on its own line, then the same total.

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/YpY_NFdOcaSk1wyF/images/how-tos/taxes-review-page.png?fit=max&auto=format&n=YpY_NFdOcaSk1wyF&q=85&s=dad634eb56e53cfdf71ab0d46c1f6575" width="380" alt="The Pricing Summary on the inspection review link: Home Inspection $475.00, Sewer Scope Camera inspection of the main sewer line $175.00, Sales Tax 6.25% $40.94, and a Total of $690.94" data-path="images/how-tos/taxes-review-page.png" />
  </Tab>
</Tabs>

## Inspections that are already booked

* **Changing a tax in Services & Fees doesn't change booked inspections on its own.** They keep the tax they were booked with.
* **Tax always follows the total.** When your team edits a price, removes a line or adds a line on an inspection, the tax is worked out again on the new total.
* **When the order changes**, for example your team adds an add-on or a discount code, Hive prices the order again with the service's current taxes. A new rate, a new tax or a removed tax then applies to that inspection.
* **When a client adds an add-on** from the review link or the client portal, the tax already on the order is worked out again on the new total.
* **An inspection booked before you set up the tax** doesn't get it when the client adds an add-on. Ask in the chat bubble in your dashboard and we'll help.

The tax line can't be removed from an inspection. If you type a different tax amount with **Edit Price or Duration**, it is replaced the next time the pricing changes.

## Discount codes and tax

Discount codes come off first and tax is charged on what's left, in the dashboard and on online bookings alike.

* **A fixed code:** a \$50 code on a \$500 order with 10% tax: \$500 − \$50 = \$450, plus \$45 tax = **\$495**.
* **A percentage code:** 10% off the same order: \$500 − \$50 = \$450, plus \$45 tax = **\$495**. The percentage is worked out on the services before tax.
* **A code limited to some services or add-ons** comes off those items only. Tax is then charged on the whole order after the discount.
* **The urgent surcharge** is 25% of the services after discount codes, and tax is charged on it too.

See [Discount codes](/business-tools/discount-codes).

## Tax-exempt clients

There is no tax-exempt setting for a client or an inspection. For clients who don't pay tax, create a copy of the service without the tax and book them with that service:

1. On the **Services & Fees** page, click the copy icon on the service. The copy gets the same price, add-ons, modifiers and taxes, and " - Copy" at the end of its name.
2. Edit the copy: rename it, for example "Home Inspection (Tax Exempt)", and delete its tax.
3. To keep it off your online scheduler, tick **Hidden on scheduler**. Your team can still pick it in the dashboard.
4. If any automations are limited to certain services, add the copy to them.

## QuickBooks

If you use the QuickBooks integration, map each Hive tax to a QuickBooks tax code in the **Tax setup** card on the QuickBooks page. Tax then posts to QuickBooks as sales tax, not as service income. See [QuickBooks: Sales tax](/integrations/quickbooks#sales-tax).

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I set one tax for my whole company?" id="company-wide-tax">
    No. Tax is set on each service. Add the same tax to every service you charge it on. When you copy a service, its taxes are copied too.
  </Accordion>

  <Accordion title="Is tax charged on add-ons?" id="tax-on-add-ons">
    Yes. Add-ons have no tax of their own; the main service's tax is charged on the whole order, add-ons and their modifiers included.
  </Accordion>

  <Accordion title="Why doesn't my online scheduler show tax?" id="scheduler-tax">
    The online scheduler and the quote widget show an **Estimated Total** before tax. Tax is added when the inspection is booked, and shows on the review link and the invoice.
  </Accordion>

  <Accordion title="I added a tax but my booked inspections don't have it. Why?" id="tax-missing-on-booked">
    Tax is added when an inspection is priced. Inspections booked before you set up the tax don't have it. Ask in the chat bubble in your dashboard and we'll help.
  </Accordion>

  <Accordion title="I changed my tax rate. Do booked inspections change?" id="tax-rate-change-booked">
    Not on their own. They keep the tax they were booked with until your team changes the order in the dashboard, for example adds an add-on or a discount code. Hive then prices the inspection again with the current rate.
  </Accordion>

  <Accordion title="Can I charge two taxes, such as state and county?" id="two-taxes">
    Yes. Add both to the service. Each is charged on the same total before tax, and each shows as its own line.
  </Accordion>

  <Accordion title="Can I remove tax for one client?" id="remove-tax-one-client">
    There is no tax-exempt setting. Book the client with a copy of the service that has no tax. See [Tax-exempt clients](#tax-exempt-clients).
  </Accordion>

  <Accordion title="Is the card processing fee taxed?" id="card-fee-tax">
    No tax is charged on the card processing fee. Card fees are set up separately in **Business Tools → Payments**.
  </Accordion>
</AccordionGroup>

<p className="hive-label">Next step</p>

<div className="hive-rows">
  <a className="hive-row" href="/how-tos/services-vs-add-ons">
    <span className="hive-row-main">
      <span className="hive-row-title">Main services vs add-on services</span>
      <span className="hive-row-line">One main service per inspection, everything else as an add-on</span>
    </span>
  </a>
</div>

<p className="hive-label">Related</p>

<div className="hive-rows hive-rows-sm">
  <a className="hive-row" href="/how-tos/add-on-services">
    <span className="hive-row-main">
      <span className="hive-row-title">Add-on services</span>
      <span className="hive-row-line">Sell radon, sewer scope, termite and other extras</span>
    </span>
  </a>

  <a className="hive-row" href="/business-tools/discount-codes">
    <span className="hive-row-main">
      <span className="hive-row-title">Discount codes</span>
      <span className="hive-row-line">Codes clients type in for a fixed or percentage discount</span>
    </span>
  </a>

  <a className="hive-row" href="/integrations/quickbooks">
    <span className="hive-row-main">
      <span className="hive-row-title">QuickBooks</span>
      <span className="hive-row-line">Sync invoices, payments and sales tax</span>
    </span>
  </a>
</div>


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