Invoices

Tax Adjustment for an Out of Jurisdiction Sale

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Some regions impose an alternate sales tax rate based on the destination shipping address. Use these steps to adjust.

How to Adjust Tax for Out of Jurisdiction Sale

Option for Level3 +

1. Be logged in at least level3.

2. Create the Invoice as you normally would.

3. Enter the appropriate line items.

4. In the Totals section, click in the Tax Rate field (above the Tax Label) not the tax dollar field.

5. Clear the field by selecting the contents and deleting or backspacing.

6. Enter the new tax rate, e.g. for 5% enter  .05 

How to Remove Tax for Out of Jurisdiction Sale

Option for Level 2

1. In level2, enter the items you desire.

2. Create the Invoice as you normally would.

3. Enter the appropriate line items.

4. Then click on Tax Exempt box/es at the end of the row for each line item.