Instructions
- Navigate to the Customers page.
- Search for and select the customer you want to update tax settings for.
- Select +Financial info, Delivery methods, Custom info, Fax, Audit.
- Scroll down to find the Tax field.
- Update the customers tax setting to Inclusive, Exclusive or No Tax.
Additional Information
For info on how to make a customer see here: How to Create Customers on Tradify Web
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