To apply sales tax to an invoice in ClickClaims, a Line Item must first be configured as a "Sales Tax Item" within the Accounting module.

Configuration:

1. If utilizing the QuickBooks Web Connector service, add an "Account" in QuickBooks for tax (must be of type "Income", "Other Current Liability", or "Other Income").  If not using the QBWC service, advance to step 3.
2. Run the QuickBooks Web Connector service to sync to ClickClaims.
3. From the "Accounting" menu bar button in ClickClaims, create a new Line Item record or edit an existing one.
4. Check the box next to the "Sales Tax Item" field.
5. If utilizing the QBWC service, select the applicable QuickBooks tax Account from the "Quickbooks Account" field's drop-list.
6. Click "Save".
7. In QuickBooks, run the Web Connector service again to sync changes to ClickClaims, if applicable.

Applying Sales Tax to an Invoice:

1. From the "Billing" tab of a claim record, configure the invoice as usual ensuring you utilize the "Tax Rate" and/or "Percentage" fields to enter your tax percentage.
2. After clicking the "Calculate" button, use the "Tax Item" field's drop-list to select the appropriate Line Item that was configured in ClickClaims for tax.  
3. Click "Save Draft".
4. Preview the draft and select "Create Invoice" when ready to change the draft into an invoice.
5. Run the QuickBooks Web Connector service when ready to sync the invoice to QuickBooks, if applicable.