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Displaying Tax Group Name on Estimates & Invoices in Docket

Gabriel
Updated

This document is a step-by-step guide to demonstrate how to display tax group in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/

Displaying Tax Group Name

Step 1: Open your Docket account and select Account

Step 1 to displaying tax group name on invoices and estimates

Step 2: Click Settings then Company

Step 2 to displaying tax group name on invoices and estimates

Step 3: Select Billing Settings

Step 3 to displaying tax group name on invoices and estimates

Step 4: Under General, view the settings for Taxes

Step 4 to displaying tax group name on invoices and estimates

Step 5: Turn on Default Show Tax Group Name. Once the setting is enabled, on the invoice/estimate, the taxes will show as example: “Ohio – Clinton – Wilmington”

Step 5 to displaying tax group name on invoices and estimates

TO VERIFY THE SETTING IS ENABLED

Step 1: Select Invoices/Estimates

Step 1 to verifying the tax group name on invoices and estimates

Step 2: Select an invoice to view

Step 2 to verifying the tax group name on invoices and estimates

Step 3: Click Actions from the dropdown and then Edit. Under Taxes turn on Show Tax Group Name

Step 3 to verifying the tax group name on invoices and estimates

Step 4: Scroll to Line Items to see the setting applied

Step 4 to verifying the tax group name on invoices and estimates

VIDEO: Displaying Tax Group Name


 
This video will explain how to display the selected tax group name on your estimates and invoices in your Docket account.
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