Tax calculated on Invoice not reflecting Tax Scheme

QUESTION: The tax scheme on a client is set for Alberta (5%), however an invoice was generated on a matter and the tax was calculated at 13%. Please look into this issue and advise/resolve.

RESPONSE: The sales tax calculation on an invoice uses that sales tax scheme assigned to the invoice policy at the invoice properties level. When an invoice is created, it captures the invoice policy set at the matter properties level as a default, however users working on an invoice can change the invoice policy to trigger and exception. 

In version 2.0 the field for the client invoice policy is in the "Totals" tab, the same tab where we see the sales tax calculation results - the value - but in 14.0 we believe it is elsewhere.

In this case, the payments and notes tab shows that the invoice policy used with this invoice properties is “HST (ON)” which matches the sales tax calculated, but it is not the one you expected (the one in matter properties).

This unexpected discrepancy can happen if the invoice was created when the matter properties had HST (ON) as the invoice policy or because once the invoice was created the policy was changed.

To correct, navigate to the ‘payments and notes” tab and change the invoice policy from HST (ON) to the one in matter properties.