Sales tax · Autessa Payments
What-you-sell tax guidance
Autessa Payments asks what you sell (physical products, services, software for businesses or individuals, digital products, or something that isn’t taxed) and then suggests how it is taxed, where to collect tax now and where to keep an eye on as your sales grow. It is general guidance you confirm, not tax advice.
The problem it solves
Most businesses don’t know where they owe tax
The same sale is taxed in one state and not another, and remote sales create obligations once you pass a state’s limit. Autessa turns that into a short question and a clear suggestion.
What you get
- Pick a category; for software, also choose whether businesses or individuals buy it.
- Outside the US, Autessa also asks whether you are already registered for VAT or GST.
- Not sure? Choose Describe it and type what you sell (“project management app for small teams”) to get a category suggestion.
- The suggestion shows Taxed as, Collect tax in and Keep an eye on.
- Save and add the suggested places in one click, or Save — I don’t collect tax yet.
- Change the category any time; it applies to invoices you create afterward.
How it works
How does what-you-sell tax guidance work in Autessa Payments?
Open What you sell
From Sales tax or the checklist’s Set up tax button.
Pick your category
Answer the follow-up for software or VAT/GST.
Read the suggestion
Taxed as, Collect tax in, Keep an eye on.
Save
Add the suggested places, or save without collecting yet.
Every option
Categories
| Option | What it does |
|---|---|
| Physical products | Handmade goods, retail, merch you ship. |
| Services | Consulting, design, repairs, cleaning, lessons. |
| Software or apps | For businesses, or for individuals. |
| Digital products | Ebooks, courses, templates, downloads. |
| Something that isn’t taxed | Donations, deposits or tax-exempt items. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Owner, Admin, Accountant (or any role with Payments) | Set the category and accept suggestions. |
AI assist
How AI helps here
Ask the guide “What sales tax do I need to charge?” It asks what you sell and where your customers are, explains its suggestion and can set the category and add places once you click Do it. Every answer carries a note that it is general information, not tax advice.
Nothing that creates, sends or changes money happens until a person confirms it.
About the Payments guide →Connected
How it connects to the rest of Autessa Payments
FAQ
Questions about what-you-sell tax guidance
Is this tax advice?
No. It is general information. For your exact situation, check with your tax agency or an accountant.
What does “Keep an eye on” mean?
Places where you may need to collect once your sales there pass that place’s limit.
Can I change the category later?
Yes, any time with Change. It applies to invoices created after the change.
100% customizable, code and all
Make Autessa Payments fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours