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Clients

Make client contact records and change their information

Set a tax override for a client

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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.

Select Contacts.
In the left sidebar, find and select the applicable client contact record.
ezyVet shows settings and information of the contact record.
Select Options.
In the Financial Options section, set TAX Override to the applicable tax rate.
Select Save.
ezyVet shows a confirmation message: