Service Titan Knowledge Base

Set all customers to one tax zone: recommended workflowLast updated on 05/12/2023

This article will help you understand how to set all customers to the same tax zone.


Apply New Tax Zone to All Customers

These are the steps for applying your new tax zone to all customers:

  1. Make sure your locations are google verified with the correct zip code. For more information, see Add a new service location

  2. Click Settings settings-cs, type Tax Zones in the search bar, and click Tax Zones.

  3. Edit the tax zone you wish to make your default tax zone for all locations. 

  4. Add a * in the zip code field, click Save, and Set Tax Zones. Note* if you want to set all customers with a zip code that starts with “980” for example, enter "980*" in the zip code field. Or, to choose all zip codes that begin with 9, use "9***".

  5. When you see the Pop-Up, click OK.

  6. All locations without a tax zone set will now be set to that tax zone on the location profile, and all new invoices will now default to that tax zone:

    1. Note: At this time there is no way to bulk adjust all open invoices to the new tax zone. This would need to be done manually by editing each individual invoice and changing the tax zone to the default tax zone. 

      • If the invoice is in Pending status, you can click the refresh button next to the tax field on the invoice to update to the current tax zone set. If the invoice is in Posted status and should get the newest tax zone, we recommend unposting the invoice and clicking the refresh tax button.

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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.