This feature is available on all Goodshuffle Pro Plans.
Let's say you've just switched over to cumulative tax or your tax rate has changed - you may need to recalculate the taxes on a Project to ensure accuracy in contracts and invoices - helping avoid billing errors or tax reporting issues.
Click More in the top right corner of your screen
Click 'Recalculate Taxes' The system will automatically apply the updated tax rates based on the project location, ensuring the changes are reflective of the correct tax information.
Note that this will change a Signed Contract into an Unsigned Changes State
Keep in mind that recalculating taxes may affect the project's total, which will in turn adjust the remaining balance owed. If a deposit has already been collected, it will remain applied to the project — but the amount due will update to reflect the new tax total.
⚠️ Careful if a tax type was deleted. Recalculate Taxes re-pulls rates from your current account settings, so if a tax type has been deleted, there is nothing left to pull and recalculating will strip that tax from the project. New items and projects will also have nothing to auto-apply.
Here is what to do if you, or another Full User, deleted a tax type:
Re-create and map (mapping is for Canadian vendors) the tax rate under Policies and Taxes in your account settings.
Bulk-edit your inventory to attach the new rate to the affected items.
Bulk-edit the affected projects to reapply the tax.
If you have a large number of items or projects to update, reach out to our support team using the chat bubble and we can help recover the previous tax type.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!