Configure how sales tax is calculated on quotes and invoices.
Configure
- Go to Settings > Rates and Tax (More > Settings > Rates and Tax on mobile)
- Set your Sales Tax Rate (percentage)
- Choose what Tax Applies To: Parts only, Labor only, All line items, or None
- Tap Save Settings
A new account starts on Parts only.
What Gets Taxed
The setting covers whole line types. There is no per-line switch:
- Parts only: parts are taxed, labor and fees are not
- Labor only: labor is taxed, parts and fees are not
- All line items: labor, parts, and fees are all taxed
- None: nothing is taxed
Lines added from a service whose Taxable box is unticked in Lists > Canned Services are not taxed, whatever this setting says. On the work order the service shows Tax exempt, and its menu marks or unmarks it for that order.
Tax is worked out after any discount: the taxed lines carry their share of it. A line the customer declines is not taxed.
Per-Job Rate
You can change the rate on a single work order. What the rate applies to always comes from this setting. A change to the setting reaches an existing work order the next time its line items, rate, or discount change.