Update Tax Settings for a Customer on Tradify Web

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Instructions

  1. Navigate to the Customers page.
  2. Search for and select the customer you want to update tax settings for.

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  3. Select +Financial info, Delivery methods, Custom info, Fax, Audit
  4. Scroll down to find the Tax field.
  5. Update the customers tax setting to Inclusive, Exclusive or No Tax.

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Additional Information

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

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