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How Do I Select A Different Tax Rate?

This article describes how to select a different tax rate on your invoice, and also how to create a new tax rate while you are creating an invoice.

This has screen shots for both tablets and phones.

 

On a tablet, tap on the blue chevron next to the existing tax rate.

01-SelectTax.png

 

On a phone, tap on the Pick button on the Tax heading line.

01a-SelectTax.png

 

This brings up a list of your existing tax rates.  Simply tap on the tax rate you want.

Or if you need to create a new tax rate, tap on the Plus in the upper right corner.

02-ExistingTaxList.png

02a-ExistingTaxList.png

 

Enter your new tax information and press Save.

03-CreateNewTax.png

03a-NewTax.png

 

The new tax rate appears in your tax list.  Tap on it to select it.

04-UpdatedTaxList.png

 

04a-UpdatedTaxList.png

 

The new tax rate is on your invoice.

05-Invoice.png

05a-Invoice.png

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