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Changing the Sales Tax Rate Used for All or an Individual

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:

US Specific In the U.S.

CA Specific In Canada


US Specific In the U.S.

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 From the Preferences Options button on the main toolbar, select Business InfoBusiness 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.

US: Sales Tax Rate

CA Specific In Canada

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 From the Preferences Options button on the main toolbar, select Tax tabSales 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.

Canada: Sales Tax Rate

For Individual Contact Profiles (Both countries)

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  1. If necessary, search for the contact, then open their profile.
  2. From the profile toolbar, in the Utilities group, select settings button Settings.
  3. From the Sales Tax drop-down, un-check Use Preferences and enter the new rate in the Sales Tax field.
  4. Click OK to accept and close the form.
  5. When prompted, click Yes to save the profile.

Sales Tax Rate


Additional Information:

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