Manage Open Line Items, Packages, and Retail Items in Tax Settings (How-To)

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Summary

You can change the tax on specific open line items, packages, and retail items.

Before You Begin

If you are not sure of your local sales tax amounts or laws, contact your local government resources or financial advisors.

Steps

  1. Go to Left-hand Navigation: Admin » Tax Settings.
  2. Find the section you need: Open Line Items, Packages, or Retail Items. Each section lists all the items in the app.
  3. Turn the tax setting on or off for each item.

    Tax toggle for package settings

Tip: You can also manage whether an item is taxed from the item's settings on its own Admin page.

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