Update Tax Settings for a Customer on Tradify Web

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

Today we will show how to navigate to customer specific tax settings.

 

Instructions

To get started: 

  1. First head to your 'Customers' page > then select the customer you want to update tax settings for(See image below for reference).

    Screenshot 2023-12-18 at 6.01.35 PM.png

  2. Then from here scroll down and click '+Financial info, Delivery methods, Custom info, Fax, Audit' > then under this you will find 'Tax' you can then update their tax setting to inclusive, exclusive or no tax.

    Screenshot 2023-12-18 at 6.03.11 PM.png

 

Additional Information

For info on how to make a customer see here: How to Create Customers on Tradify Web

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