Manage sales tax

Configure a tax rate for a region so tax is calculated automatically on invoices for clients.. Tax Regions can be added to clients in the Client Records. Sales tax can be overridden on individual WIP items of a client’s draft invoice.

Enable sales tax

1. Go to Settings → Billing → Sales Tax
2. Select Enable sales tax
3. Select Save Changes

Add a sales tax region

1. Go to Settings → Billing → Sales Tax
2. Select New Tax Region
3. Enter the Tax Region Name — a state, county or city, for example CA, San Francisco County or New York City
4. Enter the Tax Rate percentage, for example 8.5%
5. Select Save Changes

Special case tax override

1. Go to Settings → Billing → Sales Tax
2. Select: Allow per-line item tax override — If checked, billers will be able to override sales tax individually by WIP items

Apply sales tax region to client

1. Go to Clients & Contacts → Clients → Search for and select the client you wish to add the sales tax region to
2. In the top right corner, select Actions… → Edit Client
3. Under Tax Regions choose a tax region for this client’s invoices to fall under

Override sales tax individually by WIP items

1. Biller go to Draft Invoices → search for the client
2. Open or create the draft bill for the client that has a sales tax region
3. On the WIP / Expenses tab, use the Tax region column (multi select, pre-checked with client’s default region).
4. Check or uncheck regions line by line
5. The Tax Percentage and Tax Amount in the sales tax total in the footer recalculate.