Assigning a Tax Rate to a Customer

From Customer Profile

1. Scroll down to Taxes
2. Click Add Taxes

Set a Default Tax Rate (optional) 

1. After adding a Tax to a customer profile, click the 3 dots menu on the Tax
2. Click Make Default

From Settings

1. Go to Tax Rates
2. Click the 3 dots menu of the tax
3. Click Attach/Remove Customers
4. Click Attach Customer
5. Search and select your desired customers
6. Click Attach Customers

Updated: 1/29/25