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How to change the tax status of a document
How to change the tax status of a document

How to specify the default tax status for invoices, jobs and estimates.

Martin avatar
Written by Martin
Updated over a week ago

Suppose you are using Tudodesk to calculate and charge sales tax. Sometimes, customers may fall under a different tax rate or status to your default setting.

You can easily change the tax status of any document as follows:

  1. Locate and open the document into view mode.

  2. Click the menu button in the right side of document menu (it's the button with three horizontal dots).

  3. When the side menu sides open, select 'Document settings.'

  4. You can now specify a different tax setting under the 'Default document tax rate.'

  5. Click save to close.

Updating a document's tax status in this way does not automatically update any charges on that document that already exists. You would need to individually adjust those in the check lines.

Not set-up sales tax? Follow this tutorial below:

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