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How Do I Configure Tax Settings for Purchases

Tax rates applied to bills are managed in your account-wide tax settings and selected per line item on each bill. Check Settings in the main sidebar for your…

Steps

  1. Check Settings in the main sidebar for your account's configured tax rates.
  2. On a bill's line item, use the Tax field to select the applicable rate for that purchase.
  3. Review the Tax Total in the Amount Summary before approving the bill.

Related Articles

  • How Do I Apply Taxes to a Bill?
  • How Do I Add Line Items to a Bill?
  • How Do I Set Default Purchase Settings?

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