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Header/ Per-Line Taxes on Transactions

edited Sep 2, 2025 2:52PM in Ask A Guru 3 comments

Hi,

We have a subsidiary in the US, and so far, we have created transactions with taxes per line (using a tax code for each line). Currently, we have on the system SOs that were created with per-line taxes.

Now, we want to switch to the header-level tax code for each document, and after testing it, I noticed that SOs that were created with per-line tax remain this way even if the Per-Line Taxes on Transactions checkbox is cleared on the Set Up Taxes page.

My question is, how can I change the tax setting (header/per-line) on existing transactions?

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