GST Setup In Infusionsoft

I was speaking with a business owner the other day and they use Infusionsoft for their business, however were struggling with the setup of GST (Goods and Services Tax). They are a GST registered business in Australia and therefore must charge GST.  Also they operate within the B2B space (Business to Business), therefore their clients require a tax invoice for goods and services sold for their own financial records.

I was a little surprised to hear that in order for this business to issue a tax invoice to their customers, they were going into a separate financial system to set up the new customer, create the invoice, save the invoice and then email the invoice. This was obviously to ensure that the client received the tax invoice of  the transaction as required by the Australian Taxation Office (ATO).

As this business wasn’t utilizing Infusionsoft and they were going into a different system, this was taking between 10-15 minutes per invoice that they issue. Can you imagine if you have to do this 6 times per week… that easily over an hour in time every week! In this instance they were doing it themselves, however I’ve heard other businesses unfortunately needing to pay a bookkeeper to issue a tax invoice, so there was an additional cost as well. I asked this particular business owner if they had looked to utilizing Infusionsoft for invoices to be able to quickly and easily get an invoice to a customer, and they had not.

WOO HOO! An opportunity for automation here we come!

Here’s the thing. The ATO has rules that all GST registered businesses must comply with and the unfortunately the reality is that how Infusionsoft is set up doesn’t automatically mean that it will satisfy these rules.

After speaking with a couple of clients on this topic recently, I wanted to make sure that everyone had access to the steps that are critical to setting up GST in Infusionsoft. These steps are important to follow whether you are including the amount in the overall product cost or actually splitting the tax amount out separately within Infusionsoft. This will impact what you need to put on an invoice and how this can be set up in Infusionsoft so you don’t need to go to another system to create an invoice. Also, you can be communicating clearly to your customers if the products and services that they are purchasing include or exclude GST.

If you’re interested in gaining access to this exclusive online GST course on what you need to know to set up GST in Infusionsoft, and the step by step approach to configure your order forms, invoices and ecommerce/tax setup, click on this link to find out more today. I look forward to helping you achieve compliance as well as additional automation in your business around your GST setup in Infusionsoft.

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn

Just one more step...

Fill out the form below to get access to your

FREE WEBINAR SOFTWARE

SELECTION CHECKLIST


 
8513

Just one more step...

Fill out the form below to get access to your

FREE INFUSIONSOFT ACCELERATOR MEMBERSHIP


8513

Just one more step...

Fill out the form below to get access to your

FREE INFUSIONSOFT ACCELERATOR MEMBERSHIP


8748

BOOK A CALL NOW

Complete the details below to request your call now


Almost there! Please complete this form and click the button below to gain instant access.

LIMITED ACCESS - VIDEO CASE STUDIES

Fill out the form to access the video walk throughs of 2 clients campaigns presented at the exclusive Keap Campaign Builder Workshop.

Keap Campaign Builder - Case Study Video

 

 

Almost there! Please complete this form and click the button below to gain instant access.

Fill out the form below to get access to your

FREE AUTOMATION ROI CALCULATOR


 

 

Almost there! Please complete this form and click the button below to gain instant access.

Want to double your business?

Enter your details below to book a time to discuss HOW with Mandy today.







Almost there! Please complete this form and click the button below to gain instant access.

Want to double your business?

Enter your details below to book a time to discuss HOW with Mandy today.



 



 

Almost there! Please complete this form and click the button below to gain instant access.

Enter your email address to book your
Free 15 minute Keap Session



 


 

Almost there! Please complete this form and click the button below to gain instant access.

Enter your email address to book your
Free 15 minute Keap Session



 


 

Almost there! Please complete this form and click the button below to gain instant access.

Enter your email address to book your
Free 15 minute Keap Session



 


 

Almost there! Please complete this form and click the button below to gain instant access.

Enter your email address to book your
Free 15 minute Keap Session



 


 

Almost there! Please complete this form and click the button below to gain instant access.

Fill out the form below to get access to your

FREE INFUSIONSOFT ACCELERATOR MEMBERSHIP


 

 

Almost there! Please complete this form and click the button below to gain instant access.

Fill out the form below to get access to your

FREE INFUSIONSOFT ACCELERATOR MEMBERSHIP


 

 

Almost there! Please complete this form and click the button below to gain instant access.

Fill out the form below to get access to your

FREE WEBINAR SOFTWARE SELECTION CHECKLIST


 

 

Almost there! Please complete this form and click the button below to gain instant access.

Enter your name and email address below to download your FREE guide


 

 

Almost there! Please complete this form and click the button below to gain instant access.

LIMITED ACCESS - VIDEO CASE STUDIES

Fill out the form to access the video walk throughs of 2 clients campaigns presented at the exclusive Keap Campaign Builder Workshop.

Keap Campaign Builder - Case Study Video

 

 

Almost there! Please complete this form and click the button below to gain instant access.

Want to improve your email conversions?

Access the same tool we use in our business to grow your engaged email list to boost conversions

Email Stats Tracker Request

 

 

Almost there! Please complete this form and click the button below to gain instant access.

WANT TO DOUBLE YOUR BUSINESS?

Book your 73 Point Checklist today



 


 

Almost there! Please complete this form and click the button below to gain instant access.

DATABASE HEALTH ASSESSMENT GUIDE

Enter your details below to download your "Database Health Assessment Guide"


 

 

Almost there! Please complete this form and click the button below to gain instant access.

PREPARE YOUR CONTACTS FOR IMPORT

Complete the form below to download your Infusionsoft Contact Data Import Sample


 

 

Almost there! Please complete this form and click the button below to gain instant access.

WATCH THE MARKETING AUTOMATION GAME PLAN

Enter your first name and email details for access


 

 

Almost there! Please complete this form and click the button below to gain instant access.

START TRACKING YOUR OFFERS!

Enter your email address and click the button below to get access


 

 

Almost there! Please complete this form and click the button below to gain instant access.

3 MUST KNOW HACKS PROVEN TO HELP YOU GROW

Enter your first name and email to access


 

 

Almost there! Please complete this form and click the button below to gain instant access.

EVENT ATTENDANCE BOOSTER

Enter your email address and click the button below to get started.


 

 

Almost there! Please complete this form and click the button below to gain instant access.

DATABASE HEALTH ASSESSMENT GUIDE

Enter your details below to download your "Database Health Assessment Guide"


 

 

Almost there! Please complete this form and click the button below to gain instant access.

SOFTWARE UPDATES

Fill out the form below to receive software updates & reviews


 

 

BOOK A CALL NOW

Complete the details below to request your call now