Toll Free: (800) 996-9777 Intl: (858) 732-3001 Remote Connect Chat Request Book a Demo

Sales Tax Rate Change Not Right on Open ROs

Q. I changed the sales tax rate in my setups, but on reviewing my already open ROs, I find they are still showing the old rate. How do I fix those?

Answer:

You will need to open each RO that was started using the old tax rate and correct them by clicking on the Miscellaneous tab on the left of the RO. Under Miscellaneous (upper left) and below the Service Writer box, you will see Tax Code. Click the Select button and highlight and Select the same Sales Tax rate that was already on the RO. This will force the recalculation of the Sales Tax for this RO. All new ROs written after you changed the rate in your setups will have the new rate automatically.