Invoice Software for Financial Advisors in Texas

Invoice software for financial advisors in Texas: TX sales tax 6.25% (services usually exempt), late fees capped at 1.5%/mo under Tex. Bus. & Com. Code §2.207; Tex. Fin. Code §302.002. Free plan available; Pro $45/mo.

State sales tax
6.25%
Late fee max
1.5%/mo
Avg invoice
$3,500
Metros
26
Create your first invoice freeSee pricing

Texas compliance for financial advisors

  • Sales tax: 6.25% state rate. Generally exempts services. Most labor exempt; tangible goods and certain services taxable. Combined max 8.25%.
  • Late fees: Up to 1.5% per month under Tex. Bus. & Com. Code §2.207; Tex. Fin. Code §302.002. Up to 18%/yr commercial when stated in writing. Default 6%/yr otherwise.
Avg invoice
$3,500
Net terms
30 days
Deposit
0%
State
TX

Financial Advisors by metro in Texas