
Managing Your Tax Information
Adding Tax Information
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128 September 2010 Invoicing User’s Guide
Changing or deleting tax information does not affect existing invoices, saved items, or
templates that contain the old tax information. To reflect the new tax in a saved item or
template, you must edit them.
See “Managing Templates” on page 94 and “Editing Saved Items” on page 123 for
instructions.
Adding Tax Information
You can add tax information in two ways:
1. Select Add tax from the Tax or Tax on shipping drop down lists when you create an
invoice.
2. Add a tax in the Tax information page in Invoice Settings.
You can add up to 10 tax percentages to use in invoices.
Adding Tax Information in an Invoice or Template
You can add tax information during invoice creation or when you are adding or updating
invoice templates.
1. Select Add tax from one of the following drop down lists: or from Tax on shipping drop
down list.
– Tax in the invoice item list
– Tax on shipping below Shipping/handling
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