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Tax rates - services don't auto-tax
Tax rates - services don't auto-tax

But materials do

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

When adding services and materials to a Work Order, materials will auto-tax, meaning the taxable check box is automatically selected. Services might not.

Key Points

  • Go to Settings/ Tax Rates

  • Edit the Tax Rate that is not taxing Services

  • Click the Service Taxable check box

To get services to auto-tax:

1. Click the Settings icon in the upper-right corner  
2. Under Company Setup, click Tax Rates
3. Click Edit for the location that applies
4. Click the Service Taxable check box

   5. Click the Update Tax Rate button
   6. Repeat for all other locations, as needed

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