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How to Set Tax Rates for Specific Material Items

This guide explains how to set tax rates for specific material items. Once it has been set up the correct tax rate will automatically apply to future Sales Orders involving that item.

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Step 1.

Go to Global Settings, and click on the Xero option.

Open the Tax Rates tab and add your Tax rates. Once complete, click Save.

Step 2.

To assign the Tax rate to a material item, go to the Inventory tab.

Select Material Inventory, then go to the Material Items tab.

Step 3.

Find the material item you want to update and click Edit.

Locate the Tax Rate field, select the correct rate, and click Save.

The correct tax rate will now automatically apply to future Sales Orders involving that item.

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