Customize what you call your taxes

Customize what you call your taxes

Customize what you call your taxes

Do your customers need to see GST, HST, or any other name for the taxes they pay?

With Sunrise, you can create or customize invoice templates to reflect what you call your taxes. 

Head to Settings > Templates and either Edit the default or create a new template for your new tax name. 

For Canadians, there is just one more modification needed. That’s to rename your Invoices to “Tax Invoice.”  Go to the template, select the ‘Language’ setting, and then scroll down until it says “Invoice.” Under that, there are email subject/message boxes, then under that, there’s “alternative document title’. Change that to ‘Tax Invoice’ and voila!


    • Related Articles

    • Customize what you call your taxes

      Customize what you call your taxes Do your customers need to see GST, HST, or any other name for the taxes they pay? Written by Success-Team Updated over a week ago With Sunrise, you can create or customize invoice templates to reflect what you call ...
    • Why do you need my SSN, EIN, GST/HST, or SIN?

      Why do you need my SSN, EIN, GST/HST, or SIN? Payments processors are legally required to know who you are in order to process payments for you. This is the only reason we ask you for this information and it is not used for any other purpose. Your ...
    • Is there a way to change VAT to GST on invoices?

      You can change the taxes on your invoices to whatever you want. Please refer to this article: What do you want to name your taxes?
    • How can I customize my Invoice Templates?

      How can I customize my Invoice Templates? Written by Success-Team Updated over a week ago   Overview Learn how to make changes to the language or appearance of invoice templates. This process can also be used to make brand-specific templates so that ...
    • How Tax Assist estimates your taxes

      Where do you find your quarterly tax payment amounts? Every year, when you file your tax returns, the IRS sends you quarterly tax estimates on half-page payment vouchers. The IRS calculates the minimum amount of what you should be paying each quarter ...