1. Select OE, Invoices, Direct Invoicing (Maintain Sales Orders) click the Header... button and check Taxable.
   • If unchecked by default, the customer isn’t set up with a sales tax jurisdiction. Set the customer as taxable in AR, Customers, Maintain Customers, INV/STMT
2. In Line items… , check the Tax box on the line item.
   • If unchecked the part or item isn’t set as taxable in IC, Parts, Maintain Parts
3. In the Summary screen, verify a sales tax ID is entered in Sales tax 1, 2 or 3.
   • If the sales tax fields are blank and the customer should be taxed, you need to set the customer as taxable. Set the customer as taxable in AR, Customers, Maintain Customers, INV/STMT
4. Verify that there is a Sales tax rate associated with the Sales Tax ID you are using in AR, Utilities, Sales Taxes, Maintain.

How to set up sales tax defaults