Add A Tax Rate To An Account

Do you have Accounts in different areas that have different tax rates? 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. 

  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.