How to change a county tax rate
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The written steps below already work. Come back to watch it.
How to change a county tax rate. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Sales tax and press Edit rates in the County rates card (or open County tax rates). Only Owner / Administrator and Accounts & Billing can edit.
- Edit the county's State rate and Discretionary surtax as decimals (0.06 = 6%, 0.01 = 1%), or add a new row for a new rate.
- Set Effective from when the change starts and save.
Tip
Invoices use the latest rate whose effective date is on or before the invoice date, so old invoices keep their old rate. A county with no row falls back to 6% state tax and the built-in surtax defaults.