Managing Client Tax Rates

Tip: There are 2 ways to set Tax Rate. Client Level (as shown in this article) or if Tax Rate is the same for all clients, use the Company Default Tax Settings. You can also set a Company Default Tax, then override just those clients that have a different tax rate using the Client Tax Rate.

How Do I Add a Client Tax Rate?

• Click "+ New Tax Rate."
• Enter a description in the Name field.
• Add the tax rate using numbers and a decimal point, no "%" character. i.e. 3% is 3.0.
• Click "Add New Tax Rate" at the top of the page.

How Do I Edit a Client Tax Rate?

• Click on the Tax Rate name.
• Edit the description in the "Name" field.
• Edit the tax rate using numbers and a decimal point, no "%" character. i.e. 3% is 3.0.
• Click "Update."

Note: You can alter Tax Rates any time. If you edit a Tax Rate, previously created invoices do not change. Historic reporting remains accurate, as long as Invoices are not Voided and recreated.

How Do I Delete a Client Tax Rate?

• Click on the Tax Rate Name.
• Click "Delete."

Note: You can delete Tax Rates any time. If you delete a Tax Rate you can not identify clients previously assigned the deleted Tax Rate. If you delete the Tax Rate, those clients are set to the Default Company Tax Rate, if you have one set. Previously created invoices do not change. Historic reporting remains accurate, as long as Invoices are not Voided and recreated.