---
title: "Set individual invoice items as taxable"
slug: "set-individual-invoice-items-as-taxable"
tags: ["Area - Accounting", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-04-09T18:07:44Z
published: 2026-04-09T18:07:44Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set individual invoice items as taxable

## Overview

Set individual invoice items as Taxable or Non-Taxable. By setting the appropriate tax status, ServiceTitan will know which items to include or exclude in the tax calculations. Office employees and technicians can change the tax status on particular invoice items, which will override the default tax status you have set up in your pricebook. You can easily identify taxable and non-taxable invoice items.

---

### 

#### Who uses this feature

- Office employees and technicians
- Account configuration is required to use this feature. To update your account, please contact your success or implementation manager for details.
- Permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- If you don't set items as taxable, it can grey out the *Tax* section and lead to inaccuracies on the invoice.

## Set tax status by invoice item permission

After your account is configured, you need to set permissions for office employees and technicians.

To set permissions for office employees:

1. Go to the navigation bar and click **Settings![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-individual-invoice-items-as-taxable-image-xg5t73dm.png)**. In the side panel, click **People > Employees**.
2. Click the **Edit** next to the employee name you want to edit permissions.
3. Click the **Permissions** tab.
4. Select **Set Tax Status By Invoice Item**.
5. When you're done, click **Save**.

**To set permissions for technicians:**

1. Go to the navigation bar and click **Settings![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-individual-invoice-items-as-taxable-image-nyer9x7d.png)**. In the side panel, click **People > Technicians**.
2. Click the Edit for the technician you want to update the permissions for.
3. Click the **Permissions** tab.
4. Select **Set Tax Status By Invoice Item**.
5. When you're done, click **Save**.

## Set invoice line items as taxable

1. [Go to the invoice](/v1/docs/use-search-in-servicetitan#Search) you want to make taxable.
2. In the side menu, click **Add a service**.

> [!NOTE]
> **Note:** The service defaults to the tax setting you have in your pricebook.
3. Select **Taxable**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-individual-invoice-items-as-taxable-image-3v5ssy7c.png)
4. When you are finished, click **Save**.

You can now see the items on the invoice with a column specifying whether each item is taxable or not.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-individual-invoice-items-as-taxable-image-3d5qjucb.png)

## Want to learn more?

- See [Print, email, and download customer invoices](/v1/docs/print-email-and-download-customer-invoices)
- See [Send customer statements](/v1/docs/send-customer-statements)