Sales tax change
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Sales tax changed in my city as of 9/1/26. It looks like IO is still using the old sales tax number. I have sales tax set to automatic. Is there something I can do to get it to update across the board without manually going into every lead?
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Taxes - Automatic Sales Tax Calculation
The system will automatically calculate a total sales tax that includes state, county, and city taxes. The tax rate is determined based on the event's location and your default warehouse location. That rate is multiplied by the taxable amount for that order. Sometimes, the taxable amount is different than the subtotal depending on whether all the rental items, staffing, and distance charges are set to taxable or not. You can configure which rental items are taxable, by modifying the price category that is attached to that item. You can also set whether distance charges or surfaces are taxable. Distance charges can be set in Settings -> Delivery Methods, and Settings -> Surfaces for Surfaces.
If you go to Settings -> Tax Preferences -> States, you can choose to override or back up the tax amount. You would want to select back up versus override. Once saved, the software will automatically populate sales tax based on your customer's location instead of your location.
Taxes - Automatic Sales Tax Calculation
The system will automatically calculate a total sales tax that includes state, county, and city taxes. The tax rate is determined based on the event's location and your default warehouse location. That rate is multiplied by the taxable amount for that order. Sometimes, the taxable amount is different than the subtotal depending on whether all the rental items, staffing, and distance charges are set to taxable or not. You can configure which rental items are taxable, by modifying the price category that is attached to that item. You can also set whether distance charges or surfaces are taxable. Distance charges can be set in Settings -> Delivery Methods, and Settings -> Surfaces for Surfaces.
If you go to Settings -> Tax Preferences -> States, you can choose to override or back up the tax amount. You would want to select back up versus override. Once saved, the software will automatically populate sales tax based on your customer's location instead of your location.
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