This feature is available on all Goodshuffle Pro Plans.
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.
🎥 Watch: How to Assign Taxes for Projects With Overridden Settings
Step 1: View the Project’s Original Taxes
To start, let’s get an idea of what the default taxes were before the override was applied:
In the top-left corner of your project, click “Display.”
Select “Show taxes per line item.”
This will show you what tax settings were originally applied before the override, so you can compare and make adjustments as needed.
Quick Note: If you're on a Signed Contract, you'll need to click 'Edit Signed Contract'
Step 2: Revert to the Calculated Tax Rate
Next, scroll to the bottom of your project and click “Revert to Calculated Rate.”
Chances are, the tax amount will look different from what it did when the override was applied. That’s expected—Goodshuffle Pro calculates tax based on your inventory and location rules, and not all items are taxable.
You might notice that some items now show 0% tax, like in the example 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.
🎥 Watch: Creating new Tax Types
Need Additional Support?
Click the blue chat bubble in the bottom-right corner of your screen to message our support team—we’re happy to help!