Use a saved tax rate for the lines that need it.
1. Review your business taxes
Open Business Profiles → Edit → Taxes for the business. Find Business-Assigned Tax Rates and add or review the intended rate.
2. Enter the rate clearly
Give the tax a recognizable name and the applicable percentage. Review the tax type and save only the rate that applies to your transaction.
3. Apply it to the line
Open a draft invoice or estimate. Select the intended tax for that line, then compare the tax amount and total.
4. Save and preview
Check the taxable lines, pricing mode, and tax breakdown before issuing the document.