How to apply a new tax profile to an invoice

  Heads up

Invoices must be in open status (unposted) to be modified.

How To

How do I apply a new tax profile to an invoice?

Follow these steps

Many e-commerce retailers sell across multiple jurisdictions and require additional tax profiles. To update the taxes on an invoice, follow these steps.

  1. Open the invoice requiring a tax profile update (before posting).
  2. Select Actions > Edit.
  3. Select the wrench icon in the top right corner.
  4. Select Apply Tax Profile.
  5. Select the Tax Profile to apply to the invoice and then select Submit.

  Heads up

To exclude a product from the tax profile update, remove it from the invoice and re-add it after the tax profile has been applied. The product will be added back with the store level assigned tax rate. 

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