Cents

Learn how to enable sales tax on individual products and services

How to Enable Sales Tax for Products and Services

Create and categorize Taxes 2.0 rates under Admin, Account, Taxes, which needs admin access to account-level settings.

How to Set Up and Assign Tax Rates

A video walkthrough of adding a regional tax rate in the Business Manager.

How to Add a Tax Rate for a Region (Video)

Flag a nonprofit, veterans, or government customer as tax exempt from their profile so their orders skip tax.

How to Mark a Customer as Tax Exempt

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Set up tax rates and apply them to locations, services, products, and customers.

Taxes

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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