Navigate to the desired Company #
- From the main dashboard or company list, locate the company for which you want to enable or review tax on a transaction.
- Click the company name (or the corresponding “Open”/“View” option) to enter that company’s workspace or records.
Expand the desired transaction #
- Within the company, go to the area where the transaction is stored (for example: Invoices, Bills, Sales Orders, Purchase Orders, etc.).
- Find the specific transaction in the list.
- Click on the row or an expand/arrow icon to open or expand the full transaction details so you can view and edit line items, amounts, and settings.
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Click on the Tax icon #
- In the transaction detail view, locate the Tax icon. This is usually near the totals section or alongside the transaction header/summary.
- Click the Tax icon to enable tax calculation for that transaction. Depending on your system, this may open a small settings area, or it may simply activate tax for all eligible lines.
Confirm the icon change when Tax is enabled #
- After you click, the Tax icon should visually change (for example, change color, become highlighted, or show a checkmark) to indicate that tax is now active for this transaction.
- Verify that tax amounts are now appearing in the totals or on applicable line items. If necessary, review the tax details (rate, jurisdiction, and amount) to ensure they are correct before saving the transaction.
