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Applying Tax to transactions and sales forms

Invoices, cash memos, estimates and credit notes:

To make items on your invoices and cash memos 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.

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