Sales Tax Settings

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Sales TaxA sales tax rate table, a default rate, a rate or exemption per customer, and a tax line on new invoices for the lines that are taxable. Starts off.

The line added to an invoice. [tax_name] and [tax_rate] fill in.

Which invoice lines get tax. None checked = no tax on anything until you pick.

On: marking a customer tax exempt asks for their exemption certificate number.

Rates

Your sales tax rates and which one is the default.MoreLess
What It Does
Lists each rate with its percent, how many customers use it and notes.
What It Changes
New invoices use the customer's own rate, else the default. A customer's own rate or exemption is on their Edit page.
How to Use
  1. Add each rate.
  2. Mark one as Default.
  3. Set a customer's own rate on their Edit page.
Help Article

2 active rates. Add and edit rates on Sales Tax. A customer's own rate or exemption is on their Edit page.

Quick Calc

Type a rate, mix or unit question, or tap an example.