Invoice shows tax even though customer and location are non-taxable

Problem

An invoice is charging tax even though the customer and location profiles are set to be non-taxable. This is usually the result of an invoice being created before a customer and their location are marked as non-taxable.

Solution

1. Open the invoice and click Edit Task for each task.

2. Check if the Taxable option is selected. If it is, this means that either the customer and location were not set up to be non-taxable at the time the task was added or the taxable checkbox was manually added when the task was created.

3. Open the customer's profile and click Edit.

4. Click the Non-Taxable checkbox if it isn't checked already.

5. Save your changes.

6. If the invoice is still showing tax, recreate it with an adjustment invoice.

Note: Individual tasks having a Taxable toggle requires account configuration. Please contact Technical Support for details.