Keap Pro Max Australia Tax Compliant Invoice

How To Setup Tax Invoices In Keap Pro & Max

If you’re a Keap Pro or Keap Max user in Australia, and you use ecommerce functions, you definitely want to check out how to setup your invoices so that they are tax compliant.  (Note if you use Keap Max Classic, this functionality already exists).

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Tax Invoice Settings

Here are the specific steps:

1. Click on your profile icon and select Settings

Keap Pro Keap Max Settings

2. Select Sales settings

Keap Pro Max Sales Settings

3. Under the Currency tab, select currency Australian Dollar [AUD]

Keap Pro Keap Max Currency Settings

4. Select Tax ID Type to be GST (AUS)

Keap Pro Keap Max Tax ID Type

5. Enter your ABN (Australian Business Number) here

Keap Pro Keap Max ABN

6. Click Update currency settings

Keap Pro Keap Max Update Currency Setting

Tax Invoice Preview

Note you won’t see all of the tax settings in the edit view of the invoice, however, this is what you’ll see in the final invoice preview:

Keap Pro Keap Max Tax Compliant Invoice

Tax Invoice Important Information

These settings will now apply to all new manual invoices issues from your Keap app.  Therefore, any payment plans or recurring payments that are setup prior to this change going live, you will need to set them up again.  Orders being created via checkout forms, the invoices will be setup as per the above, but it won’t be automatically sent to them at this stage, only a receipt.  If your customer needs a tax invoice, you can go into their record and send to them directly.

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