Problem
Technicians experience the tax toggle automatically reverting to On after they turn it off for invoices. This happens even though they have permission to adjust tax settings.
Solution
This issue may be due to your tax setup. Note that customer tax setup overrides any other tax setup.
Check if your customers are non-taxable
Search for and go to the customer record.
On the customer record and in the Customer Details section on the right, select the Non-taxable option.
Check if your Pricebook items are non-taxable
On the navigation bar, go to Pricebook.
Find the service, material, or equipment you want to make non-taxable.
Click the Edit Mode toggle to On.
Click Edit > View/Edit Service.
On the edit screen, make sure the Taxable option is NOT selected.
Note: You can edit Pricebook items in bulk. For more, see Bulk edit pricebook items.
Limit the area or state tax zone to specific zones
Go to Settings > Invoicing > Tax Zones.
On the Tax Zones screen, click Edit on the tax you want to limit. Alternatively, you can create a new tax zone and assign zones for tax.