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How can I assign taxes to an overridden project?
How can I assign taxes to an overridden project?

Here's how you can resolve a project with overridden taxes and reconcile your tax report.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

As we get deeper into tax reporting, any project with an overridden tax will need to have taxes applied at the line-item level so we can correctly map tax types and tax rates to the appropriate jurisdiction.

To start, let's get an idea of what the default taxes were before you applied the tax override by clicking 'Display' in the top left of your project and selecting 'Show taxes per line item'.

Quick Note: If you're on a Signed Contract, you'll need to click 'Edit Signed Contract'

Next, at the bottom of the project click 'Revert to Calculated Rate'.

Chances are the tax rate amount will be different than it was with the override rate. This is because not every item will need to be charged tax.

You may notice some of your items have a 0% tax on them, like below:

Sometimes labor or other services are untaxed, if this is the case, then you can leave these line items with a 0% tax (just a heads up - doing so will change the total tax applied to the project, because now not every item is being charged tax).
However, if you've forgotten to add tax to those items, you can quickly assign them a tax by following the steps below.

If you need to check which tax is being applied to an item, you can click the three dots next to an item, then click 'Edit'

No Tax Type Applied

From here you can see which tax types are being applied and you can even select to add a new tax type from the dropdown.

Tax Rate Not Found

You may see items that aren't calculating tax because the tax rate isn't found in your account settings.

Need to create a new tax type for this city, state, or zip? You can quickly add it from your Policies and Taxes here. You can find out more here (Article) and in the video below.

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