Add Tax Rate for an Account

Tax can automatically be applied to each Quote created in an Account by adding a Tax Rate to that Account.

The Tax Rate will need to be created in advance. See Related Articles below for more on creating Tax Rates.

  1. Go to Settings > Account > Accounts.
  2. Click the Account Name.
  3. Click the Price List associated with the Account.
  4. Select the Tax Rate from the drop-down menu.
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