If the Tax Calculation Country is set to USA on Inogic Settings then on product ‘Is Taxable’ field is displayed.

If ‘Is Taxable’ field is set to ‘Yes’ then the Auto Tax Calculator will automatically pick the Tax Schedule defined on that particular customer. Just like ‘Products’ entity, a tab named ‘Tax Processing’ is also added to the ‘Account’ and ‘Contact’ entity. Here, you can define the Tax Schedule for each customer as per your requirement.


Now, if you are to create an Opportunity and add products then tax will be calculated on the basis of Tax Schedule defined on the Customer set on Ship to Customer field.

Similarly, you will get ‘Tax Processing’ tab which will give you detailed information about the tax calculated. Here also you will see the ‘Is Taxable’ field. You can set this field as per your preference.

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