Follow these steps to indicate that a new product is taxable:
After you save the product record, the Taxable field becomes read-only and cannot be modified.
A user can only identify a product as taxable prior to the first save. After a new Products record is saved, a user can no longer modify the Taxable field. Therefore, you should confirm that a product has the Taxable field configured properly before saving the record. |
By default, Aptify applies the sales tax for any product that has the Taxable option selected, assuming that the order's Ship To/Bill To parties match a configured Sales Tax Rate.
However, an organization can conditionally tax certain products by establishing Order Line Filter Rules in one or more Sales Tax Rate. Using filter rules, a product may be taxed under one set of conditions but not another. See Specifying Order Lines Filter Rules for details.