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Administrator Guide
Last Updated: 2025-12-12
Add Tax Overrides to Work Orders

Add Tax Overrides to Work Orders

  • Have the
    workorder.tax.update
     permission.
  • Configure global tax settings in your tenant (
    More
    Company Settings
    Accounting
    Manage Taxes
    cog icon
    ). For more information, see Manage Global Tax Settings.
    • Enable the
      Manage program taxes in VNDLY
       setting.
    • Enable the
      Allow tax overrides on individual work orders
       setting.
    • Configure additional tax settings as desired.
Work orders use the current default location to determine which tax rate to use for timesheets and expenses. However, if you want to use a different tax rate, you can enable tax overrides on work orders. This can help ensure that accurate tax calculations are used based on your program’s unique needs.
This guide explains how to add a tax override to existing work orders. You can also add them when onboarding 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.
You can also change tax overrides on work orders in bulk with our Bulk Update Wizard. To do this, you need the
workorder.tax.update
 and
bulk_operations.workorder.update_tax_override
 permissions.
The options above are only applicable if taxes are managed by the program team.
  1. From the header, select
    Work Orders
    .
  2. Open the work order. 
  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
    .
    These fields indicate when your tax override takes effect.
  6. When selecting a
    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. 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 associated with that country.
  7. Click
    Create Tax Override
    . 
VNDLY applies the tax override you created.
Note that VNDLY calculates taxes twice: when the invoice line item is initially created, and again when the invoice is finalized. This means that if you created the tax override after the invoice line items were created 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. Example: An invoice line item is created on November 12. You create a tax override on November 14, and you finalize the invoice on November 21. VNDLY applies the tax override to the invoice.
After invoicing is complete, you can report on tax override details such as the tax location, tax country, and tax rate in the
Invoice Details
 dataset.