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Overwrite calculated sales tax if automated sales tax function is on

How do I overwrite the calculated sales tax if the automated sales tax is selected on initial company setup?

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Re: Overwrite calculated sales tax if automated sales tax function is on

Hi buchikikang,

 

The Automated Sales Tax feature helps businesses to know what their tax rates are. When a tax rate is set up, there's no option to permanently overwrite it. You'll need to manually edit each transaction to change the tax rate. 

 

Here's how:

  1. Open an invoice.
  2. Fill up the invoice information and click on the Sales tax link (with blue highlights).
  3. In the Tax Categories and Totals section, click on Override this amount.
  4. Enter the tax rate and reason.
  5. Click on Confirm override.
  6. Click on Close.

I've added some photos below for a visual guide. 

1.PNG 2.PNG 3.PNG

Chime in if you need anything else. I'll be happy to help. 

 

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