Linking Tax Profiles to Company Records

You can link a tax profile you've created to a company record to ensure the correct tax will be charged on new orders.

  1. Navigate from Menu > CRM & Sales > Companies.
  2. Use the Quick Search bar to locate the company you want to work with.
  3. Click the Customer Details tab, then click Edit, and select the correct tax profile from the Tax Profile field.
  4. Click Save.