Sales Tax laws and rules vary by state and locality, by the item being sold, and to whom.
On the Service Invoice, you can change the Tax status for each individual line item (including Labor, Parts and Misc), but you can also change it for the entire Invoice, at one time.
To quickly turn the Sales Tax OFF or ON for the entire Invoice: Click “Edit Invoice”. Either select, or deselect the check box next to “Calculate Sales Tax Based on Rate and Taxable Items”, and click the Save button:
1. Click Edit Invoice:
2. Either select, or deselect the check box next to “Calculate Sales Tax Based on Rate and Taxable Items”, and click the Save button:
If you want to leave the Sales Tax active for the entire Invoice, but want to modify individual items, just click Edit on the line item, check or uncheck the Taxable box, and click the Save button:
1. Click Edit on the individual line item, one at a time, for Labor, Parts or Misc:
2. Check or uncheck the Taxable box, and click the Save button:
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