Invoice Software for Financial Advisors in Wisconsin

Invoice software for financial advisors in Wisconsin: WI sales tax 5.00% (services usually exempt), late fees capped at 1.5%/mo under Wis. Stat. §138.04. Free plan available; Pro $45/mo.

State sales tax

5%

Late fee max

1.5%/mo

Avg invoice

$3,500

Metros

13

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Wisconsin compliance for financial advisors

Sales tax: 5.00% state rate. Generally exempts services. State 5%; combined commonly 5.5-6%.
Late fees: Up to 1.5% per month under Wis. Stat. §138.04. Default 5%/yr; contract rates up to 12%/yr without licensing.

Avg invoice

$3,500

Net terms

30 days

Deposit

0%

State

WI

Financial Advisors by metro in Wisconsin