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 2: Click Settings then Company
Step 3: Select Billing Settings
Step 4: Under General, view the settings for Taxes
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”
TO VERIFY THE SETTING IS ENABLED #
Step 1: Select Invoices/Estimates
Step 2: Select an invoice to view
Step 3: Click Actions from the dropdown and then Edit. Under Taxes turn on Show Tax Group Name
Step 4: Scroll to Line Items to see the setting applied
VIDEO: Displaying Tax Group Name #
Thank you for taking the time to learn how to adjust the setting to display tax group names in Invoices/Estimates in Docket! We value your time and appreciate you taking a moment to review the steps with us. We know there is a lot to learn so we hope these documents provide you with an peace of mind and a user-friendly way to train your employees and freshen up on the processes. If you come across a better way to complete these tasks, we are always open for feedback!