Change tax rate and disable tax for items when creating invoice

Change tax rate and disable tax for items when creating invoice

  1. When the tax section in the Customer Details is Non-Taxable, no tax will be applied on the invoice. The items added will reflect Non-Taxable.
  2. When the tax section in the Customer Details is Taxable, the items added will reflect the same tax rate as in the customer details. If you need to change the tax rate applied on one or more items, then click the item > Tax > choose between Tax rates > Save.
  3. To disable tax for an item, click the item > Tax > choose Non-Taxable > provide an Exemption Reason > Save.
 
The items on which the tax rates are changed, will reflect the modified tax rates and other items will reflect the tax rates in the customer details. Thus, two or more tax rates may be applied on an invoice.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Change the tax rate and disable taxes for customers in the US and Canada

                                                                                                                          To change the tax rate applied for customers on iOS: Click Tax, just below the customer name on the invoice creation page. Click Tax in the Tax Information field. Taxes configured in the settings will be listed here. Choose the preferred tax rate or ...
                                                                                                                        • Create an Invoice

                                                                                                                          What is an invoice? An invoice is a receipt, bill, or statement that contains the items that are invoiced and their rate. Invoices are sent to customers after a job is completed. The payment link can also be sent along with the invoice for the ...
                                                                                                                        • Add new tax exemption and tax authority in US and Canada

                                                                                                                          Adding a New Tax Exemption There may be situations where you are exempt from paying taxes because of the item or the customer to whom you are selling the product. For example, the sale of medicines is exempt from sales tax in New Jersey. To create a ...
                                                                                                                        • Share an invoice

                                                                                                                          An invoice can be shared with a customer through multiple channels in Solo. A payment link will also be shared along with the invoice. Key points to note: When sharing a draft invoice is that the status will change to 'sent' and the option to edit ...
                                                                                                                        • Edit, associate, bill, and adjust a timer

                                                                                                                          How to edit a timer Round time: The total time calculated can be rounded up to the nearest round value by clicking the Round Time option below the timer display. For example, when a timer stops at thirty minutes and fifty seconds, it can be rounded ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources