Apply Tax Rates to Services

Set certain service items as taxable, or apply tax within an invoice.

Ian avatar
Written by Ian
Updated over a week ago

Once you've created your tax rates, you can:

  • Make a service item always taxable (through price book settings)

  • Apply tax on individual invoices

PRICE BOOK - Always Taxable Service Items 

This will default the service item to be taxable whenever added to an invoice 

1. Click into your 'Price Book'

2. Select either 'Services' or 'Materials

3. Then continue until you are in your desired service or material

4. Toggle on 'Taxable

  • Blue = On

  • Grey = Off

5. Click the blue save button in the top right

NOTE: Once added to an invoice, you will need to select the tax rate to apply

The service item will now be pulled with the 'Tax' box checked any time you add it to an invoice. 

  • You can turn this off for individual invoices by unchecking the box


To add tax on an as-needed basis:

  • Check the tax box next to the service item once in the invoice.

  • Select the tax rate you'd like applied from the drop-down underneath the Subtotal line.  ⬆  (see photo above) ⬆  

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