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Setting Tax Preference

Learn how to set and update your default tax preference for your location, for individual services, and for individual line items.

Updated over a year ago

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1. Click on the profile icon

Click on the profile icon

2. Click on Settings

Click on Settings

3. Update your tax percent rate

Update your tax percent rate

4. Clcik the drop down menu for default sales tax

Clcik the drop down menu for default sales tax

5. Choose your default preference

Choose your default preference

6. Click on SAVE

Click on SAVE

7. To override the default preference for individual services, click on SERVICES

To override the default preference for individual services, click on SERVICES

8. Choose or add a new service

Choose or add a new service

9. Click on the drop down menu for tax type

Click on the drop down menu for tax type

10. Choose your prefered tax type for that service

Choose your prefered tax type for that service

11. Click on UPDATE SERVICE

Click on UPDATE SERVICE

12. Edit sales tax for a line item in a mannually created order

Select the 3 dots in the line item

Edit sales tax for a line item in a mannually created order

13. Click on Edit

Click on Edit

14. Click on the drop down menue for tax type

Click on the drop down menue for tax type

15. Choose your prefered tax type

Choose your prefered tax type

16. Click on SAVE

Click on SAVE

17. That's it!


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