How to Remove Tax from an Invoice

Overview
Issue a non-taxable invoice by removing or zeroing out tax.

Steps

1. In Create/Edit Invoice, set each line-item’s Tax dropdown to Nothing selected or a “0%” rate if you created one.

2. Confirm Sub Total equals Total (no tax added).

3. Save the invoice.

Tips

• Create a dedicated “0%” tax rate under Tax Settings for easier selection.

• For fully non-taxable clients, toggle off “Show Tax” in Finance Settings so the tax column hides.

Troubleshooting / FAQs

• Q: Invoice still shows tax line.

  • A: Check “Show Tax calculation message” toggle in Invoice Settings; disable if you don’t want the note.

• Q: I can’t select “Nothing selected.”

  • A: You must remove any default tax setting in Finance Settings > Invoice Settings.