Skip to main content

How do I assign a tax rate to a customer?

Need to make sure you're charging tax? Assign a tax rate to each customer.

Lance Wight avatar
Written by Lance Wight
Updated over 6 years ago

We cover how to set up tax rates in another article - but after they are set up you'll just need to head to the service information screen and edit the customer's tax rate. Follow the steps below.

First, click on the edit button for the customer's service information.

Second, scroll down and select a tax code.
​

Last, save your changes.

Did this answer your question?