Change Sales Tax

Change Sales Tax

How to Update Sales Tax Rates and Recalculate Open Invoices

  1. Step 1: Update Sales Tax Rates for Future Transactions

    1. Go to Setups > Accounting and Payroll > Sales Tax Rates

    2. Highlight the tax rate you want to change and click Edit

    3. Make your changes and click OK to save

    4. This updates the tax rate for all future Repair Orders (ROs) and Part invoices you create

    Step 2: Recalculate Sales Tax on Open/Unpaid ROs and Part Invoices

    1. Open each open or unpaid Repair Order or Part Invoice

    2. Click the Miscellaneous blue link on the left

    3. At the top left of that window, below Service Writer (or Part Counter), locate Tax Code

    4. Click Select, choose the updated tax code, and click OK

    5. This will recalculate the sales tax for that specific RO or Part Invoice

    6. Repeat this for each open Repair Order and Part Invoice to apply the updated tax rates

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