This dialog box allows you to change the tax rate of an invoice. To reach it, select INVOICE TOOLS >> TAX RATES >>CHANGE TAX RATE from the Menu Bar on top of the Main Invoice Screen.  The following dialog box appears:

Change Primary Tax Rate

Normally, you set up your invoices so the tax rate on each invoice is set to the tax rate established by the responsible government entity.  This tax rate is called the Primary Tax Rate. It is established in Basic Program Set-up and it becomes the default or base tax rate.  For the great majority of small businesses using this program, this will be the only tax rate that you use.

But some businesses may need to charge different depending on location or type of product.  We highly recommend that you use tax codes (built into AnyOrder) when you need to charge different rates.  By using tax codes, you can produce a report which lists how much tax you've collected per code.  To set up different tax codes, select INVOICE TOOLS >> TAX RATES >> SET-UP VARIABLE TAX RATES.

If, for some reason, tax codes will not work in your situation, you can use this method to change the tax rate.  You should use this method infrequently since the only way to find out how much tax has been charged for different rates would be to manually page through the invoices.   Nonetheless, this option provides an alternative to tax codes.

To access it, select INVOICE TOOLS >> TAX RATES >>CHANGE TAX RATE from the Menu Bar on top of the screen.  A dialog box appears (shown above) informing you what the present rate is.  In the dialog box, type in the new rate.  Use a decimal to indicate the new rate.  For example, if the new tax rate 7%, type in .07000.

AnyOrder will also accept fractions of a percent.  If the new rate is 8.55%, enter .08550 in the blank.

If your government entity changes its base tax rate, you can reset the default value in Basic Setup.

Changing the Rate of a Tax Code

If you are using tax codes and need to change the rate of one of your codes, see the information included with Tax Codes

Turn the Taxable Box On or Off

The standard procedure to add tax to an invoice is to create an invoice, add products and place a checkmark in the 'Taxable?' box on the bottom of the Main Invoice Screen.

However, if all invoices (or almost all invoices) you issue should be taxed, you may wish to automatically have the taxable box checked every time you start a new invoice.  That can be done by selecting FILE >> BASIC PROGRAM SET-UP.  Click on the "Sales Tax" tab.  Place a checkmark beside: "Automatically check the 'Taxable' box for all new invoices."  Remove the checkmark if don't want the "Taxable" box checked for each new invoice.

For more information on taxes, see:

Tax Fields on the Main Invoice Screen

Sales Tax Report (Primary Rate)

Setting up a Primary Tax Rate

Designating Items as Non-taxable

Variable Rates, Tax Codes, & Tax Code Reports