Removing taxes from invoices

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:

  1. Open the Projects screen from the side menu > Projects.
  2. In the Project Center view, go to the Settings > Billing Options tab 
  3. In the Taxes, Retainage, and Retainers section, remove all tax rates listed under Service Taxes and Expense Taxes.
  4. 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.