How to link a tax profile to a company record

You can link a tax profile to a company record to ensure that the correct tax will be charged as new orders are taken. For example, you may want to set a company's tax profile if they are tax exempt.

  1. Navigate to the Finance / Accounting screen for the company record you wish to work with.

    Company Finance screen.png
  2. Enter Edit mode.
  3. Under the Billing Setup section, click the Tax Profile field (or use the selector) and select the tax profile you wish to link.

    Tax_Profile_assign_to_Company.png 
  4. When finished, click Save.

The new tax profile will be automatically assigned to new orders going forward.

See Also

How to override a tax profile for an order

How to enter a tax profile

Have more questions? Submit a request
Powered by Zendesk