Applying Tax to transactions and sales forms

Invoices, sales receipts, estimates and credit notes

Invoices, sales receipts, estimates and credit notes:

To make items on your invoices and sales receipts taxable:

1. On the product or service line(s) that you'd like to collect sales tax for, click to select the box under the Tax column.
2. Select a tax rate from the dropdown menu.
3. Click Save and close.

Note: If you don't see a Tax column on your transaction, check to see that you've turned on the Tax feature.