Invoices Are Missing Tax

Problem

The invoice has generated one or more invoices that do not include the taxes that you configured in WHMCS.

Cause

This issue may be due to a problem in your tax configuration settings or due to a setting in the client’s profile.

Troubleshooting

To troubleshoot this issue, check your tax configuration settings and the client’s profile.

Tax Configuration Settings

To check your settings:

  1. Go to Configuration () > System Settings > Tax Configuration.
  2. Check to ensure that the Apply Tax options are correct and that you have correctly-configured all other settings.
  3. If the invoice was for a product, go to Configuration () > System Settings > Products/Services and ensure that you have enabled taxes for that product.

Client Settings

To check the client settings:

  1. In the client profile’s Profile tab, make certain that Apply Tax is enabled.
  2. Check the client’s profile to determine whether the client matches your tax rules. The state and country must be exact matches and are case sensitive. For example, if a tax rule exists for the state TX and the client’s state is Texas, these do not match and the system would not apply tax. This scenario would require two tax rules, one for TX and another for Texas.

The system will apply any changes to subsequent invoices, but will not change existing invoices.

Last modified: May 31, 2024