If you need to reset the tax rates for all task and cost items in a quote, estimate or invoice, you can use the Reset Tax Rates option. This lets you update all items to a valid tax rate in bulk instead of one by one.
To reset the tax rate applied to task and cost items in a draft quote, estimate or invoice:
- Open your draft quote, estimate or invoice.
- Select Options > Reset Tax Rates.
- Select the tax rate you wish to apply to all items.
- Click Update.
There is no way to exclude an item from this. If one or more lines need to be on a second tax rate, you need to update these line items manually.