Adding Tax Rates from Invoice or Quote

While working on an invoice or quote, click the Add New Tax Rate button in the top submenu.

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From the “Add New Tax Rate” window, you can enter the details to create the new tax rate.

  • Tax Name – Short description of the tax rate (e.g. NY Sales Tax)
  • Tax Rate – Enter the tax rate as a percentage (e.g. 6.75)

Finally, click “Add Tax Rate” to save your changes and add the new rate. The rate will be automatically selected on your invoice.

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Manage From Users Settings

First, click on the “ Settings” icon in the top menu. Then,click on “Business & Tax” in the left menu and go to the bottom part of the page containing the Tax Settings section.
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Add Tax Rate

First, click on the  “Add Another Item” button to make an empty tax rate record show at the bottom of the section.  Then, enter the new tax rate description and rate percentage.  You can click on “Save Invoice Settings” to save the new tax rate.

Update Tax Rate

Edit any needed fields and then click on “Save Invoice Settings” to proceed with removing the tax rate.

Delete Tax Rate

Check the “Delete” field for the tax rate needing to be deleted and then click on “Save Invoice Settings” to proceed with removing the tax rate.

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