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Add taxes to a sales order

You can add taxes to an order as they apply. If you conduct business in markets that collect sales tax, you’ll need to configure and add these taxes to customer accounts. Once added to the account they will auto populate on the next sales order you create. Additionally, taxes can be manually selected on sales orders after they’ve been created.

Note: You must first setup your sales tax schemes in order to apply them on the sales order.

  1. Navigate to your sales order.
  2. In the right pane, click on the Miscellaneous tab.
  3. Select an option from the Tax Scheme drop-down menu.
  4. Review the tax information in the financial summary table on the right side of the order.

Add a tax scheme as a default for a Bill To customer​

  1. Navigate to sales section icon Sales, then customers icon Customers.
  2. Find the customer in the left pane and double-click on the name.
  3. Click on the Other Info tab in the right pane.
  4. Select a Tax Scheme for the Bill To customer and this will become the default on all new sales orders for this customer.
  5. You may also choose to toggle Apply to all ship to so all Ship To’s will have the same defaults.