You created invoices for a project or phase and do not want taxes to apply to them.
Solution: Taxes are applied to invoices when tax rates are assigned to the project. To remove the taxes:
- Open the Projects screen from the side menu > Projects.
- In the Project Center view, go to the Settings > Billing Options tab
- In the Taxes, Retainage, and Retainers section, remove all tax rates listed under Service Taxes and Expense Taxes.
- Save your changes.
You can remove the tax rates at the parent project level and apply the change to child projects, or remove them from an individual phase.
Note: The change applies to new invoices only. Existing invoices are not recalculated. You may need to recreate existing invoices to remove the taxes.
To prevent a tax rate from applying to any project, set its Status to Inactive in the Tax Rates catalog under Settings > Billing & Invoices > Tax Rates. An Inactive tax rate stops calculating wherever it is currently assigned and is no longer available for new assignments.
If item-level taxes (Tax 1/2/3) are also applied to time or expense entries, remove those taxes from the individual entries before recreating the invoices. Check CORE Help Center for details.