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Changing Tax Rate on Transaction

Last Updated: Feb 27, 2018 06:55PM CST
Do you charge a customer taxes in the county or tax jurisdiction in which the items are going to be used?  Want to know how to change the tax rate from the transaction?

First, make sure the tax rate or jurisdiction is created.  Tax rates and jurisdictions can be added thru Admin-Pricing-Tax Rates.  Just enter the name of the tax rate/jurisdiction and the amount.  Click Save and now it's in your list of tax rates.

We now want to change the tax rate on the transaction.  From Counter menu, click Workbench and search for the transaction in question and click the view icon to the left of the contract number or the dates in the center of the workbench list to open the transaction.  Expand the Totals section at the bottom right of the transaction.  Click the Tax Rate % amount and choose the appropriate tax rate from your tax rate list.

Once the appropriate tax rate is chosen, click Save and the new tax rate is now on the transaction.
Click Here for further assistance and a support team member will be glad to assist.  Or, click the Live Chat feature found at the bottom right of the screen to instantly chat with a support team member. 


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