How to Remove Invoice Tax from a Job Invoice

Problem

You have a job invoice with a tax amount that you need to remove, but you're not sure how it got there or how to remove it.

Solution

1. Search for and go to the invoice with the tax amount you need to remove.

2. On the invoice record, check if there is a payment applied to the invoice.

3. If there is, unapply the payment by clicking on the Unapply button.

4. Click Update invoice details.

5. On the Update Invoice Details screen, change the amount on the Tax field to $0.

6. When finished, click Save.

7. If you unapplied a payment in step 3, reapply the payment to the invoice.

Note: A technician can manually add tax to an invoice if the Edit invoice tax amounts permission is selected for that technician.

If you need further assistance, please refer to the following knowledge base article: Update the tax zone of an invoice: recommended workflow.