Changing Client Tax Rates
Yes, you can change tax rates for your clients. Follow these steps:
- From the home page, select the Client box
- Select the client you would like to edit
- Once on the client's page, select the Details tab towards the top of the page
- Select the Edit Details button
- Scroll down to the Tax Information section
- Add your changes to the tax rate table
- Once the changes are complete, scroll down to the bottom
- Select Update Client
Your updated tax rates will now be reflected in all calculations and reports for this client.