Datto Autotask PSA: How can I create non-taxable services or change existing services from taxable to non-taxable?

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Question

How can I create non-taxable services or change existing services from taxable to non-taxable?

Environment

  • Datto Autotask PSA

Answer

To create non-taxable services or change existing services from taxable to non-taxable, you can follow the procedures below: 

Add a New Tax Category that you will use for the non-taxable services

  1. Navigate to Autotask menu  Admin → Features & Settings → Finance, Accounting & InvoicingTax Regions & Categories
  2. Add a new *Tax Category and name it appropriately
  3. Add a 0% Tax for this new Category for every Region

Add a new Service Code to your database that you intend to make non-taxable:

  1. Navigate to Autotask menu → Admin → Features & Settings → Finance, Accounting & Invoicing → Billing Codes.
  2. Add a new Service Code and make sure the Tax Category field has the Category you created above selected.

Select the non-taxable billing code for your services:

  1. Navigate to Autotask menu → Admin → Features & Settings → Products & Services → Services.
  2. Add new or edit existing Service.
  3. Select the non-taxable billing code.

You can apply the same steps to other Billing Codes as well to make them non-taxable.

Note:

When changing a Billing Code, your changes will only affect future billing for the items where this Billing Code is used. Items that are already approved & posted for billing will not be impacted by this change.

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