Setting Tax Information for your Business and auto applying to invoices. 

1 min. readlast update: 05.30.2025

Setting Tax Information for your Business and auto applying to invoices. 

1.      Using the menu or the quick search, navigate to business info.

2.      Here I'm using the quick search. Click the "Search Menu" field.

3.      Type "bus" and you'll see business info appear.

4.      Click "Business Info"

5.      Click the "Tax 1:" field and set your appropriate tax.

6.      Choose your tax type. (Most will be combined single tax).

7.      Click "Save"

If you want the tax to be calculated automatically when you create the invoice, you must set the inventory items as taxable. Please follow the instructions below.

8.      Click the "Search Menu" field.

9.      Type "inventory"

10.  Click "Inventory"

11.  Click the "Search" field.

12.  Type "groom" or whichever item you're looking to add tax to.

13.  In this case, we're applying tax to groom service/item.

14.  Click "Tax 1"

15.  Click "Save"

16.  Now when you create an invoice for a groom service, the tax will automatically be calculated and applied.

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