Set Tax Rate on a Work Order

Modified on Tue, 20 Jun 2023 at 10:38 AM

1. Open Invoicing from General tab.

Screenshot of: Open Invoicing from General tab.

2. Open work order.

Screenshot of: Open work order.

3. Open Rates/Taxes tab.

Screenshot of: Open Rates/Taxes tab.

4. Select Tax Code associated with your zip code or company. Tax Rate will auto-populate.

Screenshot of: Select Tax Code associated with your zip code or company. Tax Rate will auto-populate.

5. Click "Save"

Screenshot of: Click "Save"