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Administrator Guide
Last Updated: 2026-09-18
Add Tax Overrides to Work Orders

Add Tax Overrides to Work Orders

Security: Have the
workorder.tax.update
 permission.
In
Tax Configuration
 (
More
Company Settings
Accounting
Manage Taxes
. Select the cog icon.) enable these settings:
  • Manage program taxes in VNDLY
    .
  • Allow tax overrides on individual work orders
    .
Configure additional tax settings where applicable. Manage Global Tax Settings
Work orders use the current default location to determine which tax rate to use for timesheets and expenses. To use a different tax rate, add a tax override.
If your program team manages taxes, you can use the Bulk Update Wizard to add tax overrides to work orders in bulk. You must have these permissions:
  • workorder.tax.update
    .
  • bulk_operations.workorder.update_tax_override
    .
You can verify whether the program team or the vendor is selected to manage taxes in the
Tax rates will be managed by
 field in
Tax Configuration
.
  1. From the header, select
    Work Orders
    .
  2. Open the work order where you want to apply a tax override.
  3. Click
    Update Work Order
    .
  4. Under the
    Tax Overrides
     section, click
    Add New Tax Override
    .
  5. Select the
    Effective Start Date
     and
    Effective End Date
    .
  6. In
    Tax Behavior
    , consider:
    Option Description
    Don't tax this Work Order
    Taxes aren’t calculated for this work order.
    Use a tax rate from another location, different than the work order's default
    Taxes are calculated based on a specific location other than the work order’s default location.
    Select a
    Tax Location
     from the drop-down list.
    Set the tax rate manually
    Taxes are calculated based on your specifications.
    Select the country for your tax rate and provide the information and tax percentages applicable to that country.
  7. Click
    Save
    .
  8. Click
    Review Changes
    .
  9. On
    Modify Work Order
    , select
    Submit for Approval
    .
VNDLY applies the tax override you created to the work order.
VNDLY calculates taxes twice:
  • When the invoice line item is initially created.
  • When the invoice is finalized.
If you created the tax override after creating invoice line items for the work order but before finalizing the invoice, VNDLY still applies the tax override. You don’t need to adjust the invoice line items to ensure that taxes are recalculated correctly based on the tax override.
After you complete invoicing, you can use these datasets in custom reporting to review work order tax details:
  • Invoice Details:
     view tax override details like the tax location, tax country, and tax rate.
  • Work Order Taxes
    : view current taxes, effective ranges, and tax overrides applicable to the work order.
You can also add tax overrides when you onboard workers to contingent jobs or Statement of Work (SOW) roles. If you add tax overrides during onboarding, you can select a past Effective Start Date.
Example: Onboarding begins November 10, but a worker starts on November 1. You create a tax override with an Effective Start Date of November 1.