Updating a Customer’s Tax Level

If a customer’s tax status changes or if you need to correct an error, you can change the customer’s tax level.

To update a customer’s tax level

1. Look up the customer whose tax level you need to change. The Customer Maintenance screen appears. For more information, see Looking Up a Customer.

2. Make sure the General tab is selected, and click Edit.

3. Click the Type - Parts field, and press . Then select a new tax level and click OK.

4. Click the Labor field, and press . Then select a new tax level and click OK.

5. To save your changes and exit the Customer Maintenance screen, click OK.