Tidy applies tax rates to Sales Orders using the following hierarchy:
- Item-specific tax rate – If the material item has a tax rate set, this will be applied.
- Material category tax rate – If no tax rate is set for the item, Tidy will check whether the material category has a tax rate assigned, and apply that if found.
- Company default tax rate – If neither the item nor the category has a tax rate set, the default company tax rate will be applied.
