Summary
Create tax rates to apply when creating a Work Order. By default materials are taxed, If the services you provide is taxable, select [x] Service Taxable.
Key Points
Go to Settings/Tax Rate
Enter a zip code in the Search box for a tax rate and click the Search button
Click the Copy button
Add zip codes that include this tax rate to combine them into one rate
If the service you provide is taxable, select [x] Service Taxable
Click the Settings icon in the upper-right corner
Under Company Setup, click Tax Rates
Click the New Tax Rate button
Enter a zip code in the Search for tax rate by zip code box, click Search
5. Click the Copy button
6. Give the tax rate a name, something that describes the geographical location.
7. If this is to be the default tax rate for all new customers, click [x] Make this the
default tax rate for all new customers
8. Add zip codes to the Zip code list for automatically selecting this tax rate when
creating a new customer
9. Click the Copy button
10. If the service you provide is taxable, select [x] Service Taxable.
11. Click the green Update Tax Rate button
Also see Sales tax merge