Here are some notes about tax:

  • Tax Rates cannot be removed once an appointment has been billed with it.
  • Job Estimation has a tax rate of 0% which you cannot adjust.
  • Sales tax report cannot be run to show the break out of each different sales tax rate as of Nov 2019. ┬áThe Tax Rate report gives the amount of how much total tax for a time frame.
  • Customers that are tax exempt or have a different tax than the rest of your customers can set up a second tax rate which would have 0% in it. When you create an appointment for the tax exempt customer just choose the 0% tax rate under financials

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Updated by Mina on 12/18/2019.

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