Adding and Viewing a Product

In TAAX Pro, a product refers to any service or item your business offers, such as tax preparation, notary services, or other billable activities. You can add these products to your account with key details like name, description, unit price, tax rate, and Stripe status.

Once added, these products can be used when creating invoices, subscriptions, or appointments, helping you keep your billing consistent and organized. You can also edit or delete products anytime to keep your service list accurate and up to date.

Follow the step-by-step guide below to add the product to the TAAX Pro platform.

Step 1: Navigate to the left side panel, hover over the “Invoices” section, then click on the “Products” option.

Step 2: The View All Products screen will appear. Where you can view all the created products. Click on the “Add Product” button in the top-right corner of the screen to create a new product.

Step 3: An Add Product screen will appear, prompting you to enter the product details. Provide the following information based on your new product requirements.

Field	One-time Purchase	Recurring Subscription
Product Type	Select One-time Purchase to charge the customer once.	Select Recurring Subscription to bill the customer on a repeating schedule.
Name	Enter the name of the product or service. Example: Consulting Session	Enter the subscription plan name. Example: Monthly Software Access
Currency	Auto-set to USD - US Dollar (based on your settings).	Auto-set to USD - US Dollar (based on your settings).
Description	(Optional) Add a short description of the product for internal or customer reference.	(Optional) Add a description of the subscription and what it includes.
Unit Price	Enter the one-time price to be charged.	Enter the price for each billing cycle.
Tax Rate (In Percentage %)	Enter the applicable tax rate (e.g., 18).	Enter the applicable recurring tax rate.
Sync with Stripe	Enabled by default - syncs this product with your Stripe account.	Enabled by default - ensures subscription is created in Stripe too.

Step 4: Once all product details are entered correctly, click the Create Product button to add the new product.

After successfully adding a new product, you can view and manage it within the system. Follow the section below to learn how to access and review your created products.

Viewing the Added Product

You can view the list of added products to confirm their details and availability. This section lets you verify key information such as name, unit price, tax rate, and Stripe status, also ensuring that the product is correctly synced with Stripe, if applicable.

Step 1: Navigate to the left side panel, hover over the “Invoices” section, then click on the “Products” option.

Step 2: A new screen will open displaying a list of products, where you can view the specific product you recently added.

Note: You can perform various actions on your created products, such as editing the details and deleting the product.

Search a Product

When managing a large list of offerings, you can find a product to avoid delays. You can search for a product on the platform to verify details, update information, or link it to an invoice without scrolling through the entire catalog.

Click on the product search bar, then enter the product name that you want to find.