Displaying Tax Group Name on Estimates & Invoices in Docket

Table of Contents

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.

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!

Billing, Estimate
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