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Sales Tax Calculation
I understand that in the customer record, if you leave the taxable field checked (true) and remove / omit the tax item, then the tax is autocalculated on the Estimate/Sales Order upon creation.
At least, that is how it worked when I tried it out under my Administrator (default) role. I forgot to double check under my Sales Rep role, and you can probably guess what has happened:
When they create Estimates/Sales Orders, nothing carries over from the customer record. The Taxable checkbox remains false on the transaction, and the tax item is not prepopulated.
Please help!
Thanks!
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