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Set a tax override for a client

If it is necessary to set a different tax rate for a client or set a tax-exempt condition, you can make the setting in the client's contact record. As a result, the client's invoices use the different tax rate.

  • Make sure that your user account has the necessary permissions
  • Make sure that your site has the necessary configured tax rates
To set the tax override, do this procedure.
  1. Select Contacts.
    The Contacts tab
  2. In the left sidebar, find and select the applicable client contact record.
    ezyVet shows settings and information of the contact record.
  3. Select Options.
    The Options tab
  4. In the Financial Options section, set TAX Override to the applicable tax rate.
    The TAX Override setting
  5. Select Save.
    The Save button
    ezyVet shows a confirmation message:

All invoices for the client use the tax rate selected in step 4.