Open Settings > Markup & Pricing. The Sales tax card controls the starting rate on new documents; each draft still keeps its own saved rate and taxable-item choices.
Taxes & Preparation
Sales Tax Settings
Choose how new documents get a starting tax rate, check a service address, and keep document corrections explicit.
Lessons in this guide
Start01Choose the starting policy
Off leaves tax entry manual. Company rate starts from the saved company rate. Local rate checks the service address and can use the company rate as an optional fallback when there is no match.
Select Save preference to apply the selected mode. If a change affects existing autopay schedules, review the totals before saving and confirm any required ACH notice; existing invoices stay unchanged.
The address checker and saved locations appear inside the Sales tax card when Local rate is selected. They are reference tools. A saved result is dated, and a county can contain more than one combined rate. The practice data below is fictional and never calls a tax provider.
02Correct one draft
On a new bid, the source label shows whether the starting rate came from the Local policy, the company rate, or a correction. Typing a rate creates a correction for that document. Use current policy explicitly removes the correction and checks the current policy again.
Sub-bids, invoices and recurring schedules follow the same policy. New invoices start on the company’s current date; if you choose an earlier date that cannot be looked up, enter the tax rate for that date. Deposit invoices retain their deliberate zero tax. Needs review holds invoice delivery and autopay until a rate is resolved; Generate Now shows the tax and total before you confirm.
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