How Can We Help?
- From a sales order, make your way to the buttons in the upper right.
- You will see a two-pan balance scale icon there.
- From there you can edit the tax rules that are being used on the sales order by clicking "Edit".
- Now, you can change the "Exemption" and "Use" columns".
- Make sure you click "Save" after editing.
- Lastly, you can either click "Save to customer" to save the tax rules to the customer or "Close" to only apply the tax rules to the sales order.
