How can we exclude a line from being used in the tax calculation

Jul 18, 2025 9:17PM

Summary:

We’ve set up rules to automatically apply taxes and withholding to our invoices. However, there are cases where we need to exclude specific line items from these calculations. What’s the best way to handle this?

Content (please ensure you mask any confidential information):

Example:

Invoice Line 1: $100
Invoice Line 2: $100
Total Invoice Amount: $200

System-calculated Tax (based on rule): $20 (10% of total invoice)
Accurate Tax (should apply only to Line 1): $10 (10% of $100)

System-calculated Withholding (based on rule): $10 (5% of total invoice)
Accurate Withholding (should apply only to Line 1): $5 (5% of $100)

Version (include the version you are using, if applicable):

25B

Code Snippet (add any code snippets that support your topic, if applicable):

How can we exclude a line from being used in the tax calculation

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