Changing Your Sales Tax Rate

Change the default sales tax rate for US

1. From the Edit menu, select Preferences (or from the Business group on the main toolbar, select Preferences, then My Business Info).
2. Enter the new tax rate in the Sales Tax field, then click    OK   to save and close Preferences.

Change the default sales tax rate for Canada  

1. From the Edit menu, select Preferences, then the Tax tab.
2. Enter the new tax rate in the appropriate tax fields for your province, then click    OK   to save and close Preferences.

Change the sales tax rate for an individual

1. If necessary, search for the contact, then open their profile.
2. From the customer profile toolbar, select  Utilities, then Settings.
3. From the Sale 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.