You can link a tax profile to a company record to ensure that the correct tax will be charged as new orders are taken. For example, you may want to set a company's tax profile if they are tax exempt.
- Navigate to the Finance / Accounting screen for the company record you wish to work with.
- Enter Edit mode.
- Under the Billing Setup section, click the Tax Profile field (or use the selector) and select the tax profile you wish to link.
- When finished, click Save.
The new tax profile will be automatically assigned to new orders going forward.