AiStaffo

Invoice Generator for the US (with Sales Tax)

The US has no federal law on what an invoice must show and no federal VAT. Sales tax is set by each state, and often by county and city, so the rate depends on where you sell. A good US invoice shows your business details, the client, an invoice number and date, the items, the sales tax rate and amount on taxable items, the total, and how and when to pay.

For businesses and freelancers billing their own real sales. An invoice or receipt for a supply or payment that did not happen is a false document. Figures are entered by you and are not checked by AiStaffo.

1. Your business
2. Bill to (your client)
3. Invoice details
4. Items

5. Payment, notes and signature

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What to put on a US invoice

Federal rulesNo federal invoice format and no federal sales tax or VAT
Sales taxSet by 45 states and Washington, DC, plus many local rates; you charge it where you have nexus and the sale is taxable
Taxable or notGoods are usually taxable; many services are not, but this differs by state
EINNot required on an invoice; business clients may ask for it on Form W-9 for their own 1099 reporting
Exempt buyersKeep the buyer's resale or exemption certificate if you do not charge sales tax
Good practiceInvoice number, dates, your details, the client, items, tax, total, due date and payment methods

Worked example

3 items at $40.00 taxable at New York City's combined 8.875% rate: $120.00 + $10.65 sales tax, plus a $200.00 installation service marked not taxable. Total $330.65.

Finding your sales tax rate

Use your state revenue department's rate lookup for the delivery address. States that follow the Streamlined Sales Tax agreement publish rate files by address. Enter the combined rate (state + county + city) in the form and mark each line as taxable or not.

For businesses: let the invoicing run itself

US small businesses also handle sales tax filings in each state, 1099s and accounts receivable. Raising invoices, matching payments and chasing overdue clients is routine work an AI worker can run end to end, with your team only checking exceptions. Book a free automation audit and we will show you what it would take off your desk.

Please note: sales tax rules differ by state and change often. This generator applies the single combined rate you enter; it does not look up rates or decide what is taxable.

Questions people ask

Is there a legal invoice format in the US?
No federal format exists. Include an invoice number, dates, your details, the client, items, any sales tax, the total and payment terms; that covers what clients and tax authorities expect.
Do I have to charge sales tax on my invoice?
Only if you have sales tax nexus in the buyer's state and the item is taxable there. Many services are not taxable, but rules differ by state.
Do I need an EIN on an invoice?
No. Freelancers can invoice under their own name; clients may ask for your EIN or SSN on Form W-9 for their 1099 reporting.
What sales tax rate should I use?
The combined state, county and city rate for the place of delivery. Check your state revenue department's lookup.
What paper size does the US use?
US Letter (8.5 × 11 in). The PDF is set to Letter on this page; you can switch to A4.

Book a free automation audit

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