The percentage rate used when calculating sales tax on invoices and inventory orders can be changed from Preferences. When necessary, a separate tax rate may also be saved for an individual customer in their profile settings.
Options:
In the U.S.
From the
Options button on the main toolbar, select
Business Info (or from the Edit menu, select Preferences).
Enter the new tax rate in the Sales Tax field, then click OK to save and close Preferences.

In Canada
From the
Options button on the main toolbar, select
Sales Tax (or from the Edit menu, select Preferences, then the Tax tab).
Enter the new tax rate in the appropriate tax fields for your province, then click OK to save and close Preferences.

For Individual Contact Profiles (Both countries)
- If necessary, search for the contact, then open their profile.
- From the profile toolbar, in the Utilities group, select
Settings. - From the Sales Tax drop-down, un-check Use Preferences and enter the new rate in the Sales Tax field.
- Click OK to accept and close the form.
- When prompted, click Yes to save the profile.
