When creating a quote and adding products and services to it, you'll find a Tax Code column in the Quote Workbook, indicating the tax code for each line item.
To specify the tax code, simply click within the Tax Code Column and select the appropriate code from the drop-down menu. In this column, you can input "Y" for taxable or "N" for non-taxable. Alternatively, choose the desired option from the Tax Code drop-down.
You can configure tax codes for products, services, bundles, and configurations within their respective databases. Any entity requiring a tax code association provides a tax code selection option.
Please note that the chosen tax system (USA, Canada, or International) is saved with each quote.
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