Sales tax was recently added for WA State. I've changed the tax status in the customer files as well as the invoice but it's still not calculating the tax. Help!

Hi, KAREN264. Aside from changing the tax status of your customer and the invoice, you can also assign the rate you've created for the WA state, so the taxes will be calculated.

To add the WA state rate to the customer's profile:

1. Go to the Customers tab.
2. Choose the specific customer you want to add a rate to.
3. Select edit and scroll down to the Additional info section.
4. Click the tax rate drop-down and choose the tax rate that you created.
5. Once done, click Save.

Another option is to select the created rate directly on the invoice. Here’s how:

1. Hover over +Create, and select Invoice.
2. While creating or editing the invoice, go to the Sales tax drop-down and select Add rate.
3. Enter the details for the custom rate: Name (e.g., "WA Sales Tax"), Agency, and Rate.
4. Click Save to add the custom tax rate.

After saving the transaction, you can run a Sales Tax Liability Report to ensure the sales tax is being tracked properly. This report will show the calculated tax owed to the WA Agency.

If you need further assistance, feel free to reply. We’re here to help.