Overriding Sales Tax

For sales tax to be calculated on a bill, all of the following conditions must be met:

  • The service code must be taxable and have a tax rate selected.
  • The client must be taxable either on their client profile or based on the WIP work location.

To override the calculated sales tax, do the following:

  1. .
  2. Update the amount in the Sales Tax column to enter the sales tax override.

    Note: Click Reset to revert to the calculated sales tax amount.

  3. Click OK.