Force change tax on an item

Owned by Mike OB (Unlicensed)
Last updated: Feb 02, 2021
2 min read

Did you know you can override the tax on an item so that it differs from the tax settings of the project?

When this might be useful

  • Some items are taxed differently in certain jurisdictions

  • You may want to set the tax on the project that will apply to most items

  • Then you can set the tax on all the items that are the exception to that project-level tax setting

How to set the tax on a particular item

  1. Open an item

  2. Open Advanced options

  3. Scroll to Item tax info

  4. The default setting is Use project tax settings, change that to the tax you wish to use. If you’d like you can also create a new one.

  5. Now the tax emanating from that item will be calculated using the settings you just set, you can see the red tax icon on the item indicating it has a custom tax setting.