Suppose you started entering a transaction and then realized you didn’t have the correct sales tax rate in your existing list of tax rates.  In this case, you can set up the new sales tax rate before completing the transaction.

To add a new sales tax rate while entering a transaction (choose your device):

iPhone

  1. Open an estimate or invoice.
  2. Select the pencil.
  3. Select Tax.
  4. Select +.
  5. Select Single sales tax rate or Combined sales tax rate.
  6. Enter your tax rate info, and Save.

iPad

  1. Open an estimate or invoice.
  2. Select the pencil.
  3. Select Choose Tax.
  4. Select + Create a new Tax Rate.
  5. Select Single Rate or Combined Rate.
  6. Enter your tax rate info, and Save.

Your new sales tax rate will appear in your existing list of sales tax rates.