Tax

Christian J. shared this question 27 days ago
Answered

I clicked “no” for disable sales tax and my sales tax still isn’t showing on quotes or when I create a new lead. Also, when I entered it manually on my new lead, I have it setup to always override other states depending on address but it still generated that state’s sales tax.

Comments (7)

photo
1

Can you please send us a lead# where this isn't working as expected? Thanks

photo
1

#40363173

photo
1

Then this lead 40188243 generates the tax based off where the venue address is even though I have always override checked in settings.

photo
1

For the first one someone unchecked the tax spot...possibly by mistake. If you re check and recalculate it will fix:

804dbb9323306ca5c117f595e9bf328c

photo
1

For lead # 40188243 it has MS set as state and you have the override set for AL under tax preferences

photo
1

Oh so I have to set MS in there too for it override?

photo
1

Yes, any states you would want to override list there...otherwise if it doesn't match up with the state its going to calculate by the address on the lead

Leave a Comment
 
Attach a file