Manual Tax Overrides

Summary:

In this video, you'll learn how to manually adjust tax rates for an entire sales order or by individual line items. The process includes changing tax rates for both taxable and non-taxable customers directly within the sales order.

Key Actions:

• View Current Tax Rates: Click on the tax rate hyperlink in the sales order to see the current tax rate for a taxable customer.
• Adjust Tax Rate by Line Item: Manually change the tax rate for individual line items, which will then be highlighted in red to indicate the change.
• Override Tax Rate for Entire Order: Use the tax total to override the tax rate on all line items and any add-ons (e.g., setting all to 6%).
• Apply Tax to Non-Taxable Customer: Even if the customer is non-taxable, you can manually apply a tax rate (e.g., setting to 6%).