Invoices, cash memos, estimates and credit notes:
To make items on your invoices and cash memos taxable:
- 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.
- Select a tax rate from the dropdown menu.
- 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.